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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 | $48,181 | $82,674-41.7% | $125,358-61.6% | $68,498-29.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.03%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,620 | $3,381-52.1% | $4,814-66.4% | $2,596-37.6% |
| Participant deferral / active EE | $4,353 | $6,111-28.8% | $7,447-41.6% | $4,027+8.1% |
| Admin fee / account holder | $4,303 | $6,276-31.4% | $10,007-57.0% | $5,403-20.4% |