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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 | $78,153 | $92,219-15.3% | $76,767+1.8% | $135,380-42.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.23% | 5.46%-9.7pp | 2.43%-6.7pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,399 | $3,216-56.5% | $2,485-43.7% | $4,779-70.7% |
| Participant deferral / active EE | $2,364 | $4,508-47.6% | $3,852-38.6% | $5,609-57.9% |
| Admin fee / account holder | $32,079 | $10,749+198.4% | $6,675+380.6% | $10,828+196.3% |