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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 | $77,959 | $82,678-5.7% | $125,391-37.8% | $68,490+13.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $7,297 | $3,382+115.7% | $4,816+51.5% | $2,597+181.0% |
| Participant deferral / active EE | $5,948 | $6,111-2.7% | $7,448-20.1% | $4,028+47.7% |
| Admin fee / account holder | $1,799 | $6,277-71.3% | $10,009-82.0% | $5,403-66.7% |