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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 | $51,454 | $82,674-37.8% | $125,358-59.0% | $68,498-24.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.03%-588.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $9,853 | $3,381+191.4% | $4,814+104.7% | $2,596+279.5% |
| Participant deferral / active EE | $8,440 | $6,111+38.1% | $7,447+13.3% | $4,027+109.6% |
| Admin fee / account holder | $759 | $6,276-87.9% | $10,007-92.4% | $5,403-86.0% |