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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 | $70,197 | $82,324-14.7% | $68,803+2.0% | $134,545-47.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.16% | -2.17%-9.0pp | -6.37%-4.8pp | 418.37%-429.5pp |
| Employer contribution / active EE | $1,437 | $3,302-56.5% | $2,656-45.9% | $4,742-69.7% |
| Participant deferral / active EE | $10,779 | $4,740+127.4% | $3,942+173.5% | $6,401+68.4% |
| Admin fee / account holder | $350 | $6,485-94.6% | $4,936-92.9% | $11,431-96.9% |