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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 | $127,563 | $83,908+52.0% | $68,509+86.2% | $125,389+1.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.41% | 14.48%-17.9pp | 8.27%-11.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,741 | $3,031-42.6% | $2,278-23.6% | $4,866-64.2% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $681 | $8,982-92.4% | $5,275-87.1% | $9,541-92.9% |