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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 | $72,985 | $82,674-11.7% | $125,363-41.8% | $68,495+6.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,580 | $3,382+5.9% | $4,815-25.6% | $2,596+37.9% |
| Participant deferral / active EE | $9,134 | $6,111+49.5% | $7,447+22.6% | $4,028+126.8% |
| Admin fee / account holder | $5,109 | $6,276-18.6% | $10,005-48.9% | $5,403-5.4% |