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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 | $82,674-55.4% | $125,358-70.6% | $68,498-46.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.53% | -5.97%-2.6pp | 572.03%-580.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $3,754 | $3,381+11.0% | $4,814-22.0% | $2,596+44.6% |
| Participant deferral / active EE | $5,748 | $6,111-5.9% | $7,447-22.8% | $4,027+42.7% |
| Admin fee / account holder | $1,508 | $6,276-76.0% | $10,007-84.9% | $5,403-72.1% |