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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 | $88,795 | $127,096-30.1% | $105,736-16.0% | $135,380-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.89% | 4.49%-6.4pp | 6.27%-8.2pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,333 | $4,107-18.8% | $3,268+2.0% | $4,779-30.2% |
| Participant deferral / active EE | $14,433 | $5,064+185.0% | $4,080+253.8% | $5,609+157.3% |
| Admin fee / account holder | $2,196 | $9,087-75.8% | $6,913-68.2% | $10,828-79.7% |