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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 | $34,167 | $82,674-58.7% | $125,363-72.7% | $68,495-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.75% | -5.97%-8.8pp | 572.15%-586.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,153 | $3,382+52.4% | $4,815+7.0% | $2,596+98.5% |
| Participant deferral / active EE | $5,037 | $6,111-17.6% | $7,447-32.4% | $4,028+25.1% |
| Admin fee / account holder | $765 | $6,276-87.8% | $10,005-92.4% | $5,403-85.8% |