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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 | $76,049 | $95,188-20.1% | $76,518-0.6% | $135,380-43.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.06% | 4.85%-11.9pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,663 | $3,303-19.4% | $2,647+0.6% | $4,779-44.3% |
| Participant deferral / active EE | $10,796 | $4,640+132.7% | $3,836+181.5% | $5,609+92.5% |
| Admin fee / account holder | $1,639 | $6,249-73.8% | $4,849-66.2% | $10,828-84.9% |