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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 | $95,372 | $127,100-25.0% | $105,738-9.8% | $135,379-29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.36% | 4.49%-11.9pp | 6.27%-13.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,258 | $4,107-45.0% | $3,268-30.9% | $4,779-52.8% |
| Participant deferral / active EE | $12,550 | $5,064+147.8% | $4,080+207.6% | $5,609+123.7% |
| Admin fee / account holder | $1,852 | $9,087-79.6% | $6,913-73.2% | $10,828-82.9% |