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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 | $59,140 | $69,012-14.3% | $160,009-63.0% | $68,486-13.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -18.83% | -9.65%-9.2pp | 408.85%-427.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $10,023 | $2,212+353.1% | $4,225+137.2% | $2,597+286.0% |
| Participant deferral / active EE | $9,306 | $4,212+121.0% | $6,183+50.5% | $4,028+131.1% |
| Admin fee / account holder | $10,317 | $4,798+115.0% | $8,715+18.4% | $5,404+90.9% |