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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 | $53,311 | $97,020-45.1% | $83,327-36.0% | $135,380-60.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.01% | 12.31%-18.3pp | 10.64%-16.6pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,420 | $4,144-17.5% | $3,379+1.2% | $4,779-28.4% |
| Participant deferral / active EE | $8,490 | $5,964+42.3% | $5,565+52.6% | $5,609+51.4% |
| Admin fee / account holder | $1,640 | $8,426-80.5% | $7,540-78.3% | $10,828-84.9% |