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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 | $60,076 | $82,678-27.3% | $125,391-52.1% | $68,490-12.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,058 | $3,382-9.6% | $4,816-36.5% | $2,597+17.7% |
| Participant deferral / active EE | $7,474 | $6,111+22.3% | $7,448+0.4% | $4,028+85.6% |
| Admin fee / account holder | $4,067 | $6,277-35.2% | $10,009-59.4% | $5,403-24.7% |