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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 | $77,793 | $97,020-19.8% | $83,322-6.6% | $135,379-42.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 12.31%-19.9pp | 10.64%-18.2pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,186 | $4,144-23.1% | $3,379-5.7% | $4,779-33.3% |
| Participant deferral / active EE | $5,260 | $5,964-11.8% | $5,565-5.5% | $5,609-6.2% |
| Admin fee / account holder | $1,327 | $8,426-84.3% | $7,540-82.4% | $10,828-87.7% |