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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 | $70,068 | $97,027-27.8% | $83,323-15.9% | $135,382-48.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.43% | 12.31%-17.7pp | 10.63%-16.1pp | 519.77%-525.2pp |
| Employer contribution / active EE | $2,455 | $4,143-40.7% | $3,379-27.3% | $4,779-48.6% |
| Participant deferral / active EE | $5,040 | $5,964-15.5% | $5,565-9.4% | $5,609-10.1% |
| Admin fee / account holder | $3,272 | $8,427-61.2% | $7,539-56.6% | $10,829-69.8% |