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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 | $37,515 | $82,678-54.6% | $125,391-70.1% | $68,490-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.41%-583.1pp | -7.85%-2.8pp |
| Employer contribution / active EE | $5,644 | $3,382+66.9% | $4,816+17.2% | $2,597+117.3% |
| Participant deferral / active EE | $4,513 | $6,111-26.2% | $7,448-39.4% | $4,028+12.1% |
| Admin fee / account holder | $8,953 | $6,277+42.6% | $10,009-10.5% | $5,403+65.7% |