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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 | $41,001 | $82,324-50.2% | $68,803-40.4% | $134,545-69.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | -2.17%-16.3pp | -6.37%-12.1pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,576 | $3,302-22.0% | $2,656-3.0% | $4,742-45.7% |
| Participant deferral / active EE | $5,134 | $4,740+8.3% | $3,942+30.2% | $6,401-19.8% |
| Admin fee / account holder | $978 | $6,485-84.9% | $4,936-80.2% | $11,431-91.4% |