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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 | $70,068 | $82,678-15.3% | $125,391-44.1% | $68,490+2.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,252 | $3,382+55.3% | $4,816+9.1% | $2,597+102.3% |
| Participant deferral / active EE | $9,487 | $6,111+55.2% | $7,448+27.4% | $4,028+135.5% |
| Admin fee / account holder | $11,397 | $6,277+81.6% | $10,009+13.9% | $5,403+110.9% |