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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 | $109,064 | $211,946-48.5% | $169,452-35.6% | $135,380-19.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.12% | 3.26%-7.4pp | 1.83%-6.0pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,912 | $5,117-62.6% | $4,157-54.0% | $4,779-60.0% |
| Participant deferral / active EE | $4,802 | $6,075-21.0% | $5,277-9.0% | $5,609-14.4% |
| Admin fee / account holder | $62,532 | $11,472+445.1% | $9,110+586.4% | $10,828+477.5% |