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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 | $64,589 | $158,852-59.3% | $121,220-46.7% | $135,380-52.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.28% | -0.64%-4.6pp | 16.94%-22.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,621 | $5,666-36.1% | $4,023-10.0% | $4,779-24.2% |
| Participant deferral / active EE | $3,574 | $4,006-10.8% | $3,345+6.8% | $5,609-36.3% |
| Admin fee / account holder | $24,995 | $6,515+283.7% | $5,021+397.8% | $10,828+130.8% |