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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 | $55,412 | $82,674-33.0% | $125,363-55.8% | $68,495-19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.15%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,396 | $3,382+0.4% | $4,815-29.5% | $2,596+30.8% |
| Participant deferral / active EE | $5,199 | $6,111-14.9% | $7,447-30.2% | $4,028+29.1% |
| Admin fee / account holder | $922 | $6,276-85.3% | $10,005-90.8% | $5,403-82.9% |