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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 | $66,745 | $97,020-31.2% | $83,327-19.9% | $135,380-50.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.83% | 12.31%-21.1pp | 10.64%-19.5pp | 519.81%-528.6pp |
| Employer contribution / active EE | $7,887 | $4,144+90.3% | $3,379+133.4% | $4,779+65.0% |
| Participant deferral / active EE | $7,947 | $5,964+33.2% | $5,565+42.8% | $5,609+41.7% |
| Admin fee / account holder | $1,260 | $8,426-85.0% | $7,540-83.3% | $10,828-88.4% |