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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 | $84,389 | $211,946-60.2% | $169,452-50.2% | $135,380-37.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.55% | 3.26%-10.8pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,329 | $5,117-34.9% | $4,157-19.9% | $4,779-30.3% |
| Participant deferral / active EE | $15,151 | $6,075+149.4% | $5,277+187.1% | $5,609+170.1% |
| Admin fee / account holder | $3,877 | $11,472-66.2% | $9,110-57.4% | $10,828-64.2% |