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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 | $25,822 | $82,674-68.8% | $125,381-79.4% | $68,486-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.45% | -5.97%-6.5pp | 572.31%-584.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $3,221 | $3,382-4.7% | $4,815-33.1% | $2,597+24.1% |
| Participant deferral / active EE | $6,560 | $6,111+7.4% | $7,448-11.9% | $4,028+62.9% |
| Admin fee / account holder | $4,798 | $6,277-23.6% | $10,007-52.1% | $5,404-11.2% |