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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 | $96,166 | $107,809-10.8% | $90,657+6.1% | $135,380-29.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -3.88% | -0.90%-3.0pp | 1.89%-5.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,000 | $3,018-33.7% | $2,532-21.0% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $726 | $5,931-87.8% | $4,994-85.5% | $10,828-93.3% |