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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 | $30,802 | $82,674-62.7% | $125,363-75.4% | $68,495-55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.52% | -5.97%-8.6pp | 572.15%-586.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,111 | $3,382+21.6% | $4,815-14.6% | $2,596+58.3% |
| Participant deferral / active EE | $6,375 | $6,111+4.3% | $7,447-14.4% | $4,028+58.3% |
| Admin fee / account holder | $4,358 | $6,276-30.6% | $10,005-56.4% | $5,403-19.3% |