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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 | $39,322 | $82,674-52.4% | $125,363-68.6% | $68,495-42.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.66% | -5.97%-9.7pp | 572.15%-587.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $9,436 | $3,382+179.0% | $4,815+96.0% | $2,596+263.4% |
| Participant deferral / active EE | $9,361 | $6,111+53.2% | $7,447+25.7% | $4,028+132.4% |
| Admin fee / account holder | $1,136 | $6,276-81.9% | $10,005-88.6% | $5,403-79.0% |