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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 | $77,059 | $82,678-6.8% | $125,391-38.5% | $68,490+12.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.29% | -5.97%-4.3pp | 572.41%-582.7pp | -7.85%-2.4pp |
| Employer contribution / active EE | $2,265 | $3,382-33.0% | $4,816-53.0% | $2,597-12.8% |
| Participant deferral / active EE | $11,209 | $6,111+83.4% | $7,448+50.5% | $4,028+178.3% |
| Admin fee / account holder | $3,592 | $6,277-42.8% | $10,009-64.1% | $5,403-33.5% |