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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 | $43,288 | $82,324-47.4% | $68,803-37.1% | $134,545-67.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.89% | -2.17%-9.7pp | -6.37%-5.5pp | 418.37%-430.3pp |
| Employer contribution / active EE | $2,359 | $3,302-28.5% | $2,656-11.2% | $4,742-50.2% |
| Participant deferral / active EE | $5,579 | $4,740+17.7% | $3,942+41.5% | $6,401-12.8% |
| Admin fee / account holder | $5,802 | $6,485-10.5% | $4,936+17.5% | $11,431-49.2% |