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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 | $66,209 | $105,861-37.5% | $90,756-27.0% | $134,509-50.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.30% | -10.99%-7.3pp | -12.16%-6.1pp | 418.13%-436.4pp |
| Employer contribution / active EE | $4,078 | $3,463+17.7% | $2,922+39.6% | $4,741-14.0% |
| Participant deferral / active EE | $4,487 | $5,217-14.0% | $4,565-1.7% | $6,400-29.9% |
| Admin fee / account holder | $5,346 | $13,938-61.6% | $8,445-36.7% | $11,427-53.2% |