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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,967 | $99,032-63.7% | $80,022-55.1% | $135,382-73.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.52% | 15.39%-22.9pp | 11.22%-18.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $3,478 | $3,043+14.3% | $2,468+40.9% | $4,779-27.2% |
| Participant deferral / active EE | $4,503 | $4,282+5.2% | $3,686+22.2% | $5,609-19.7% |
| Admin fee / account holder | $423 | $10,436-95.9% | $6,521-93.5% | $10,829-96.1% |