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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 | $61,415 | $82,324-25.4% | $68,803-10.7% | $134,545-54.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.68% | -2.17%-11.5pp | -6.37%-7.3pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,226 | $3,302-32.6% | $2,656-16.2% | $4,742-53.1% |
| Participant deferral / active EE | $4,897 | $4,740+3.3% | $3,942+24.2% | $6,401-23.5% |
| Admin fee / account holder | $816 | $6,485-87.4% | $4,936-83.5% | $11,431-92.9% |