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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 | $75,716 | $95,917-21.1% | $79,583-4.9% | $134,545-43.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.70%-13.9pp | 0.16%-16.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,855 | $3,129+23.2% | $2,414+59.7% | $4,742-18.7% |
| Participant deferral / active EE | $5,093 | $4,694+8.5% | $3,986+27.8% | $6,401-20.4% |
| Admin fee / account holder | $1,091 | $9,132-88.1% | $6,835-84.0% | $11,431-90.5% |