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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 | $86,027 | $211,946-59.4% | $169,452-49.2% | $135,380-36.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.13% | 3.26%-12.4pp | 1.83%-11.0pp | 519.81%-528.9pp |
| Employer contribution / active EE | $3,606 | $5,117-29.5% | $4,157-13.2% | $4,779-24.5% |
| Participant deferral / active EE | $5,941 | $6,075-2.2% | $5,277+12.6% | $5,609+5.9% |
| Admin fee / account holder | $1,469 | $11,472-87.2% | $9,110-83.9% | $10,828-86.4% |