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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 | $75,409 | $97,020-22.3% | $83,327-9.5% | $135,380-44.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.47% | 12.31%-14.8pp | 10.64%-13.1pp | 519.81%-522.3pp |
| Employer contribution / active EE | $2,705 | $4,144-34.7% | $3,379-19.9% | $4,779-43.4% |
| Participant deferral / active EE | $5,841 | $5,964-2.1% | $5,565+5.0% | $5,609+4.1% |
| Admin fee / account holder | $1,481 | $8,426-82.4% | $7,540-80.4% | $10,828-86.3% |