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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 | $70,877 | $105,861-33.0% | $90,756-21.9% | $134,509-47.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.12% | -10.99%+2.9pp | -12.16%+4.0pp | 418.13%-426.3pp |
| Employer contribution / active EE | $5,882 | $3,463+69.8% | $2,922+101.3% | $4,741+24.1% |
| Participant deferral / active EE | $4,284 | $5,217-17.9% | $4,565-6.1% | $6,400-33.1% |
| Admin fee / account holder | $1,730 | $13,938-87.6% | $8,445-79.5% | $11,427-84.9% |