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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 | $71,450 | $211,946-66.3% | $169,452-57.8% | $135,380-47.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.84% | 3.26%-10.1pp | 1.83%-8.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,898 | $5,117-23.8% | $4,157-6.2% | $4,779-18.4% |
| Participant deferral / active EE | $4,046 | $6,075-33.4% | $5,277-23.3% | $5,609-27.9% |
| Admin fee / account holder | $1,791 | $11,472-84.4% | $9,110-80.3% | $10,828-83.5% |