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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 | $77,476 | $82,674-6.3% | $125,381-38.2% | $68,486+13.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.31%-590.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,759 | $3,382+40.7% | $4,815-1.2% | $2,597+83.3% |
| Participant deferral / active EE | $5,275 | $6,111-13.7% | $7,448-29.2% | $4,028+31.0% |
| Admin fee / account holder | $5,147 | $6,277-18.0% | $10,007-48.6% | $5,404-4.8% |