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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 | $36,904 | $82,678-55.4% | $125,391-70.6% | $68,490-46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.53% | -5.97%-2.6pp | 572.41%-580.9pp | -7.85%-0.7pp |
| Employer contribution / active EE | $3,754 | $3,382+11.0% | $4,816-22.0% | $2,597+44.6% |
| Participant deferral / active EE | $5,748 | $6,111-5.9% | $7,448-22.8% | $4,028+42.7% |
| Admin fee / account holder | $1,508 | $6,277-76.0% | $10,009-84.9% | $5,403-72.1% |