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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 | $82,434 | $82,678-0.3% | $125,391-34.3% | $68,490+20.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $4,426 | $3,382+30.9% | $4,816-8.1% | $2,597+70.5% |
| Participant deferral / active EE | $4,095 | $6,111-33.0% | $7,448-45.0% | $4,028+1.7% |
| Admin fee / account holder | $1,121 | $6,277-82.1% | $10,009-88.8% | $5,403-79.2% |