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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 | $59,950 | $99,032-39.5% | $80,022-25.1% | $135,380-55.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.84% | 15.39%-22.2pp | 11.22%-18.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,522 | $3,043+15.7% | $2,468+42.7% | $4,779-26.3% |
| Participant deferral / active EE | $1,484 | $4,282-65.3% | $3,686-59.7% | $5,609-73.5% |
| Admin fee / account holder | $2,169 | $10,436-79.2% | $6,521-66.7% | $10,828-80.0% |