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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 | $75,973 | $97,027-21.7% | $83,323-8.8% | $135,382-43.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.14% | 12.31%-19.5pp | 10.63%-17.8pp | 519.77%-526.9pp |
| Employer contribution / active EE | $8,840 | $4,143+113.4% | $3,379+161.7% | $4,779+85.0% |
| Participant deferral / active EE | $22,100 | $5,964+270.5% | $5,565+297.1% | $5,609+294.0% |
| Admin fee / account holder | $5,439 | $8,427-35.5% | $7,539-27.9% | $10,829-49.8% |