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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 | $72,573 | $82,674-12.2% | $125,363-42.1% | $68,495+6.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.48% | -5.97%-7.5pp | 572.15%-585.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $7,431 | $3,382+119.7% | $4,815+54.3% | $2,596+186.2% |
| Participant deferral / active EE | $10,373 | $6,111+69.7% | $7,447+39.3% | $4,028+157.5% |
| Admin fee / account holder | $4,770 | $6,276-24.0% | $10,005-52.3% | $5,403-11.7% |