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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 | $57,515 | $85,790-33.0% | $67,313-14.6% | $135,379-57.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.37% | -0.54%-3.8pp | -4.08%-0.3pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,872 | $3,487+11.0% | $2,566+50.9% | $4,779-19.0% |
| Participant deferral / active EE | $5,356 | $4,651+15.1% | $3,568+50.1% | $5,609-4.5% |
| Admin fee / account holder | $14,096 | $6,392+120.5% | $4,507+212.8% | $10,828+30.2% |