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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 | $29,874 | $92,219-67.6% | $76,767-61.1% | $135,380-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 5.46%-12.0pp | 2.43%-9.0pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,327 | $3,216+3.5% | $2,485+33.9% | $4,779-30.4% |
| Participant deferral / active EE | $2,956 | $4,508-34.4% | $3,852-23.3% | $5,609-47.3% |
| Admin fee / account holder | $1,715 | $10,749-84.0% | $6,675-74.3% | $10,828-84.2% |