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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 | $65,244 | $97,027-32.8% | $83,323-21.7% | $135,382-51.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.67% | 12.31%-18.0pp | 10.63%-16.3pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,142 | $4,143-48.3% | $3,379-36.6% | $4,779-55.2% |
| Participant deferral / active EE | $2,496 | $5,964-58.1% | $5,565-55.1% | $5,609-55.5% |
| Admin fee / account holder | $578 | $8,427-93.1% | $7,539-92.3% | $10,829-94.7% |