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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 | $74,739 | $95,188-21.5% | $76,518-2.3% | $135,380-44.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.84% | 4.85%-9.7pp | -0.27%-4.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,730 | $3,303-47.6% | $2,647-34.7% | $4,779-63.8% |
| Participant deferral / active EE | $3,676 | $4,640-20.8% | $3,836-4.2% | $5,609-34.5% |
| Admin fee / account holder | $1,494 | $6,249-76.1% | $4,849-69.2% | $10,828-86.2% |