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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 | $73,600 | $82,678-11.0% | $125,391-41.3% | $68,490+7.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.30% | -5.97%-7.3pp | 572.41%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,754 | $3,382-18.6% | $4,816-42.8% | $2,597+6.0% |
| Participant deferral / active EE | $6,409 | $6,111+4.9% | $7,448-14.0% | $4,028+59.1% |
| Admin fee / account holder | $1,035 | $6,277-83.5% | $10,009-89.7% | $5,403-80.8% |