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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 | $83,889 | $95,193-11.9% | $76,523+9.6% | $135,382-38.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | 4.85%-10.0pp | -0.27%-4.9pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,741 | $3,302-47.3% | $2,647-34.2% | $4,779-63.6% |
| Participant deferral / active EE | $3,447 | $4,639-25.7% | $3,835-10.1% | $5,609-38.5% |
| Admin fee / account holder | $2,265 | $6,249-63.7% | $4,848-53.3% | $10,829-79.1% |