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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 | $60,459 | $127,096-52.4% | $105,736-42.8% | $135,380-55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 4.49%-10.9pp | 6.27%-12.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,740 | $4,107-57.6% | $3,268-46.8% | $4,779-63.6% |
| Participant deferral / active EE | $3,266 | $5,064-35.5% | $4,080-20.0% | $5,609-41.8% |
| Admin fee / account holder | $2,424 | $9,087-73.3% | $6,913-64.9% | $10,828-77.6% |