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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 | $57,359 | $97,020-40.9% | $83,322-31.2% | $135,379-57.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.25% | 12.31%-16.6pp | 10.64%-14.9pp | 519.79%-524.0pp |
| Employer contribution / active EE | $2,708 | $4,144-34.6% | $3,379-19.8% | $4,779-43.3% |
| Participant deferral / active EE | $6,081 | $5,964+1.9% | $5,565+9.3% | $5,609+8.4% |
| Admin fee / account holder | $1,118 | $8,426-86.7% | $7,540-85.2% | $10,828-89.7% |