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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 | $78,504 | $97,027-19.1% | $83,323-5.8% | $135,382-42.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.34% | 12.31%-15.6pp | 10.63%-14.0pp | 519.77%-523.1pp |
| Employer contribution / active EE | $2,818 | $4,143-32.0% | $3,379-16.6% | $4,779-41.0% |
| Participant deferral / active EE | $4,920 | $5,964-17.5% | $5,565-11.6% | $5,609-12.3% |
| Admin fee / account holder | $24,650 | $8,427+192.5% | $7,539+226.9% | $10,829+127.6% |