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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 | $67,509 | $97,020-30.4% | $83,322-19.0% | $135,379-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.28% | 12.31%-16.6pp | 10.64%-14.9pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,864 | $4,144-55.0% | $3,379-44.8% | $4,779-61.0% |
| Participant deferral / active EE | $1,864 | $5,964-68.8% | $5,565-66.5% | $5,609-66.8% |
| Admin fee / account holder | $6,105 | $8,426-27.6% | $7,540-19.0% | $10,828-43.6% |