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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 | $73,162 | $82,674-11.5% | $125,381-41.6% | $68,486+6.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $6,193 | $3,382+83.1% | $4,815+28.6% | $2,597+138.5% |
| Participant deferral / active EE | $5,014 | $6,111-17.9% | $7,448-32.7% | $4,028+24.5% |
| Admin fee / account holder | $895 | $6,277-85.7% | $10,007-91.1% | $5,404-83.4% |