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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 | $57,533 | $94,529-39.1% | $140,019-58.9% | $64,173-10.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.09% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,766 | $3,812-27.5% | $5,605-50.7% | $2,381+16.2% |
| Participant deferral / active EE | $5,805 | $5,250+10.6% | $6,927-16.2% | $3,470+67.3% |
| Admin fee / account holder | $18,393 | $6,741+172.9% | $10,705+71.8% | $4,887+276.3% |