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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 | $68,385 | $92,219-25.8% | $76,767-10.9% | $135,380-49.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.77% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $8,394 | $3,216+161.0% | $2,485+237.8% | $4,779+75.7% |
| Participant deferral / active EE | $3,151 | $4,508-30.1% | $3,852-18.2% | $5,609-43.8% |
| Admin fee / account holder | $2,094 | $10,749-80.5% | $6,675-68.6% | $10,828-80.7% |