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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 | $60,924 | $95,188-36.0% | $76,518-20.4% | $135,380-55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.00% | 4.85%-10.9pp | -0.27%-5.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,726 | $3,303-17.5% | $2,647+3.0% | $4,779-43.0% |
| Participant deferral / active EE | $14,050 | $4,640+202.8% | $3,836+266.3% | $5,609+150.5% |
| Admin fee / account holder | $24,328 | $6,249+289.3% | $4,849+401.8% | $10,828+124.7% |