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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 | $64,741 | $92,219-29.8% | $76,767-15.7% | $135,380-52.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.42% | 5.46%-13.9pp | 2.43%-10.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,585 | $3,216+11.5% | $2,485+44.3% | $4,779-25.0% |
| Participant deferral / active EE | $5,386 | $4,508+19.5% | $3,852+39.8% | $5,609-4.0% |
| Admin fee / account holder | $334 | $10,749-96.9% | $6,675-95.0% | $10,828-96.9% |