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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 | $58,857 | $97,020-39.3% | $83,327-29.4% | $135,380-56.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.51% | 12.31%-19.8pp | 10.64%-18.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $4,979 | $4,144+20.2% | $3,379+47.4% | $4,779+4.2% |
| Participant deferral / active EE | $8,415 | $5,964+41.1% | $5,565+51.2% | $5,609+50.0% |
| Admin fee / account holder | $4,796 | $8,426-43.1% | $7,540-36.4% | $10,828-55.7% |