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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 | $67,459 | $82,324-18.1% | $68,803-2.0% | $134,545-49.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.58% | -2.17%-14.4pp | -6.37%-10.2pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,632 | $3,302-50.6% | $2,656-38.5% | $4,742-65.6% |
| Participant deferral / active EE | $11,341 | $4,740+139.3% | $3,942+187.7% | $6,401+77.2% |
| Admin fee / account holder | $10,074 | $6,485+55.3% | $4,936+104.1% | $11,431-11.9% |