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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 | $68,297 | $82,678-17.4% | $125,391-45.5% | $68,490-0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.08% | -5.97%-8.1pp | 572.41%-586.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,384 | $3,382-29.5% | $4,816-50.5% | $2,597-8.2% |
| Participant deferral / active EE | $5,107 | $6,111-16.4% | $7,448-31.4% | $4,028+26.8% |
| Admin fee / account holder | $1,998 | $6,277-68.2% | $10,009-80.0% | $5,403-63.0% |