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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 | $78,656 | $99,032-20.6% | $80,022-1.7% | $135,380-41.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.90% | 15.39%-20.3pp | 11.22%-16.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,247 | $3,043-59.0% | $2,468-49.5% | $4,779-73.9% |
| Participant deferral / active EE | $24,498 | $4,282+472.1% | $3,686+564.6% | $5,609+336.8% |
| Admin fee / account holder | $852 | $10,436-91.8% | $6,521-86.9% | $10,828-92.1% |