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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 | $73,097 | $95,895-23.8% | $79,576-8.1% | $134,509-45.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.19% | -2.72%-17.5pp | 0.15%-20.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,945 | $3,128-37.8% | $2,413-19.4% | $4,741-59.0% |
| Participant deferral / active EE | $7,778 | $4,693+65.7% | $3,985+95.2% | $6,400+21.5% |
| Admin fee / account holder | $6,507 | $9,129-28.7% | $6,834-4.8% | $11,427-43.1% |