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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 | $41,047 | $82,678-50.4% | $125,391-67.3% | $68,490-40.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.89% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,212 | $3,382+54.1% | $4,816+8.2% | $2,597+100.7% |
| Participant deferral / active EE | $4,460 | $6,111-27.0% | $7,448-40.1% | $4,028+10.7% |
| Admin fee / account holder | $3,386 | $6,277-46.1% | $10,009-66.2% | $5,403-37.3% |