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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 | $57,335 | $97,020-40.9% | $83,327-31.2% | $135,380-57.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -2.30% | 12.31%-14.6pp | 10.64%-12.9pp | 519.81%-522.1pp |
| Employer contribution / active EE | $8,333 | $4,144+101.1% | $3,379+146.6% | $4,779+74.4% |
| Participant deferral / active EE | $2,699 | $5,964-54.8% | $5,565-51.5% | $5,609-51.9% |
| Admin fee / account holder | $80,142 | $8,426+851.1% | $7,540+962.8% | $10,828+640.1% |