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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 | $81,146 | $82,288-1.4% | $68,794+18.0% | $134,509-39.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.83% | -2.19%-10.6pp | -6.37%-6.5pp | 418.13%-431.0pp |
| Employer contribution / active EE | $2,633 | $3,301-20.2% | $2,656-0.9% | $4,741-44.5% |
| Participant deferral / active EE | $4,668 | $4,738-1.5% | $3,941+18.4% | $6,400-27.1% |
| Admin fee / account holder | $1,777 | $6,482-72.6% | $4,934-64.0% | $11,427-84.4% |