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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 | $57,325 | $95,188-39.8% | $76,518-25.1% | $135,380-57.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.86% | 4.85%-9.7pp | -0.27%-4.6pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,430 | $3,303-26.4% | $2,647-8.2% | $4,779-49.1% |
| Participant deferral / active EE | $8,458 | $4,640+82.3% | $3,836+120.5% | $5,609+50.8% |
| Admin fee / account holder | $28,518 | $6,249+356.3% | $4,849+488.2% | $10,828+163.4% |