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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 | $55,977 | $82,674-32.3% | $125,363-55.3% | $68,495-18.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,851 | $3,382+13.9% | $4,815-20.0% | $2,596+48.3% |
| Participant deferral / active EE | $8,477 | $6,111+38.7% | $7,447+13.8% | $4,028+110.5% |
| Admin fee / account holder | $995 | $6,276-84.1% | $10,005-90.1% | $5,403-81.6% |