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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 | $64,155 | $82,678-22.4% | $125,391-48.8% | $68,490-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.28% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,937 | $3,382+46.0% | $4,816+2.5% | $2,597+90.1% |
| Participant deferral / active EE | $7,612 | $6,111+24.6% | $7,448+2.2% | $4,028+89.0% |
| Admin fee / account holder | $9,037 | $6,277+44.0% | $10,009-9.7% | $5,403+67.3% |