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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 | $36,702 | $82,678-55.6% | $125,391-70.7% | $68,490-46.4% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -12.54% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,907 | $3,382+74.6% | $4,816+22.7% | $2,597+127.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,972 | $6,277-20.8% | $10,009-50.3% | $5,403-8.0% |