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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 | $55,731 | $92,219-39.6% | $76,767-27.4% | $135,380-58.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,577 | $3,216-51.0% | $2,485-36.5% | $4,779-67.0% |
| Participant deferral / active EE | $3,670 | $4,508-18.6% | $3,852-4.7% | $5,609-34.6% |
| Admin fee / account holder | $2,038 | $10,749-81.0% | $6,675-69.5% | $10,828-81.2% |