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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 | $80,907 | $158,852-49.1% | $121,220-33.3% | $135,380-40.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | -0.64%-3.9pp | 16.94%-21.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $7,946 | $5,666+40.3% | $4,023+97.5% | $4,779+66.3% |
| Participant deferral / active EE | $4,076 | $4,006+1.8% | $3,345+21.8% | $5,609-27.3% |
| Admin fee / account holder | $1,024 | $6,515-84.3% | $5,021-79.6% | $10,828-90.5% |