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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 | $72,411 | $82,674-12.4% | $125,381-42.2% | $68,486+5.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $9,124 | $3,382+169.8% | $4,815+89.5% | $2,597+251.4% |
| Participant deferral / active EE | $8,216 | $6,111+34.4% | $7,448+10.3% | $4,028+104.0% |
| Admin fee / account holder | $2,082 | $6,277-66.8% | $10,007-79.2% | $5,404-61.5% |