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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 | $79,137 | $75,935+4.2% | $60,547+30.7% | $125,389-36.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.83% | -5.38%+4.6pp | 335.64%-336.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,387 | $3,438-59.7% | $2,419-42.7% | $4,866-71.5% |
| Participant deferral / active EE | $1,781 | $4,506-60.5% | $3,328-46.5% | $5,352-66.7% |
| Admin fee / account holder | $438 | $6,768-93.5% | $4,536-90.3% | $9,541-95.4% |