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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 | $66,576 | $97,020-31.4% | $83,322-20.1% | $135,379-50.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.35% | 12.31%-18.7pp | 10.64%-17.0pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,603 | $4,144-37.2% | $3,379-23.0% | $4,779-45.5% |
| Participant deferral / active EE | $3,725 | $5,964-37.5% | $5,565-33.1% | $5,609-33.6% |
| Admin fee / account holder | $518 | $8,426-93.9% | $7,540-93.1% | $10,828-95.2% |