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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 | $64,680 | $85,713-24.5% | $86,698-25.4% | - |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | - |
| Annual return | 0.00% | -20.12%+20.1pp | 35.96%-36.0pp | - |
| Employer contribution / active EE | $5,264 | $1,789+194.2% | $2,837+85.6% | - |
| Participant deferral / active EE | $8,477 | $3,318+155.5% | $4,656+82.0% | - |
| Admin fee / account holder | $5,820 | $28,935-79.9% | $7,492-22.3% | - |