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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 | $87,895 | $158,827-44.7% | $121,208-27.5% | $135,382-35.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.08% | -0.64%-3.4pp | 16.93%-21.0pp | 519.77%-523.9pp |
| Employer contribution / active EE | $3,091 | $5,666-45.4% | $4,023-23.2% | $4,779-35.3% |
| Participant deferral / active EE | $5,810 | $4,006+45.0% | $3,345+73.7% | $5,609+3.6% |
| Admin fee / account holder | $63,468 | $6,514+874.4% | $5,020+1164.2% | $10,829+486.1% |