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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 | $66,347 | $107,809-38.5% | $90,657-26.8% | $135,380-51.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.01% | -0.90%-7.1pp | 1.89%-9.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $9,896 | $3,018+227.9% | $2,532+290.9% | $4,779+107.1% |
| Participant deferral / active EE | $5,225 | $3,872+34.9% | $3,424+52.6% | $5,609-6.9% |
| Admin fee / account holder | $1,754 | $5,931-70.4% | $4,994-64.9% | $10,828-83.8% |