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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 | $66,198 | $95,188-30.5% | $76,518-13.5% | $135,380-51.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 4.85%-9.1pp | -0.27%-4.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $11,919 | $3,303+260.9% | $2,647+350.2% | $4,779+149.4% |
| Participant deferral / active EE | $2,865 | $4,640-38.2% | $3,836-25.3% | $5,609-48.9% |
| Admin fee / account holder | $28,580 | $6,249+357.3% | $4,849+489.4% | $10,828+163.9% |