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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 | $25,012 | $82,678-69.7% | $125,391-80.1% | $68,490-63.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,802 | $3,382-46.7% | $4,816-62.6% | $2,597-30.6% |
| Participant deferral / active EE | $4,147 | $6,111-32.1% | $7,448-44.3% | $4,028+3.0% |
| Admin fee / account holder | $1,321 | $6,277-79.0% | $10,009-86.8% | $5,403-75.5% |