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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 | $41,736 | $82,674-49.5% | $125,381-66.7% | $68,486-39.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $6,410 | $3,382+89.5% | $4,815+33.1% | $2,597+146.9% |
| Participant deferral / active EE | $9,633 | $6,111+57.6% | $7,448+29.3% | $4,028+139.2% |
| Admin fee / account holder | $4,779 | $6,277-23.9% | $10,007-52.2% | $5,404-11.6% |