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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 | $64,113 | $82,674-22.5% | $125,363-48.9% | $68,495-6.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.15%-587.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,132 | $3,382-37.0% | $4,815-55.7% | $2,596-17.9% |
| Participant deferral / active EE | $4,247 | $6,111-30.5% | $7,447-43.0% | $4,028+5.4% |
| Admin fee / account holder | $10,469 | $6,276+66.8% | $10,005+4.6% | $5,403+93.8% |