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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 | $82,672 | $82,6780% | $125,391-34.1% | $68,490+20.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,328 | $3,382-1.6% | $4,816-30.9% | $2,597+28.2% |
| Participant deferral / active EE | $8,924 | $6,111+46.0% | $7,448+19.8% | $4,028+121.5% |
| Admin fee / account holder | $1,157 | $6,277-81.6% | $10,009-88.4% | $5,403-78.6% |