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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 | $82,678-37.8% | $125,391-59.0% | $68,490-24.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $9,853 | $3,382+191.3% | $4,816+104.6% | $2,597+279.4% |
| Participant deferral / active EE | $8,440 | $6,111+38.1% | $7,448+13.3% | $4,028+109.6% |
| Admin fee / account holder | $759 | $6,277-87.9% | $10,009-92.4% | $5,403-86.0% |