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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 | $57,227 | $82,674-30.8% | $125,381-54.4% | $68,486-16.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,927 | $3,382+45.7% | $4,815+2.3% | $2,597+89.8% |
| Participant deferral / active EE | $6,533 | $6,111+6.9% | $7,448-12.3% | $4,028+62.2% |
| Admin fee / account holder | $10,201 | $6,277+62.5% | $10,007+1.9% | $5,404+88.8% |