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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 | $72,181 | $82,314-12.3% | $68,808+4.9% | $134,532-46.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.03% | -2.18%-12.8pp | -6.37%-8.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $3,345 | $3,301+1.3% | $2,656+26.0% | $4,741-29.4% |
| Participant deferral / active EE | $3,823 | $4,740-19.3% | $3,942-3.0% | $6,401-40.3% |
| Admin fee / account holder | $857 | $6,484-86.8% | $4,936-82.6% | $11,429-92.5% |