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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 | $74,352 | $95,188-21.9% | $76,518-2.8% | $135,380-45.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.49% | 4.85%-12.3pp | -0.27%-7.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,824 | $3,303+15.8% | $2,647+44.4% | $4,779-20.0% |
| Participant deferral / active EE | $6,815 | $4,640+46.9% | $3,836+77.7% | $5,609+21.5% |
| Admin fee / account holder | $2,085 | $6,249-66.6% | $4,849-57.0% | $10,828-80.7% |