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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 | $64,097 | $82,288-22.1% | $68,794-6.8% | $134,509-52.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.45% | -2.19%-14.3pp | -6.37%-10.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,486 | $3,301-24.7% | $2,656-6.4% | $4,741-47.5% |
| Participant deferral / active EE | $9,493 | $4,738+100.3% | $3,941+140.9% | $6,400+48.3% |
| Admin fee / account holder | $2,300 | $6,482-64.5% | $4,934-53.4% | $11,427-79.9% |