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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 | $75,206 | $97,020-22.5% | $83,327-9.7% | $135,380-44.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.40% | 12.31%-18.7pp | 10.64%-17.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,828 | $4,144-31.8% | $3,379-16.3% | $4,779-40.8% |
| Participant deferral / active EE | $4,423 | $5,964-25.8% | $5,565-20.5% | $5,609-21.1% |
| Admin fee / account holder | $1,518 | $8,426-82.0% | $7,540-79.9% | $10,828-86.0% |