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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 | $63,555 | $97,020-34.5% | $83,322-23.7% | $135,379-53.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.18% | 12.31%-18.5pp | 10.64%-16.8pp | 519.79%-526.0pp |
| Employer contribution / active EE | $8,427 | $4,144+103.4% | $3,379+149.4% | $4,779+76.3% |
| Participant deferral / active EE | $6,027 | $5,964+1.1% | $5,565+8.3% | $5,609+7.5% |
| Admin fee / account holder | $2,387 | $8,426-71.7% | $7,540-68.3% | $10,828-78.0% |