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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 | $75,522 | $54,370+38.9% | $82,763-8.7% | $68,490+10.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.89% | -13.67%-1.2pp | 702.45%-717.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,908 | $2,219+121.2% | $3,008+63.2% | $2,597+89.0% |
| Participant deferral / active EE | $7,757 | $3,247+138.9% | $4,395+76.5% | $4,028+92.6% |
| Admin fee / account holder | $3,915 | $4,398-11.0% | $5,325-26.5% | $5,403-27.5% |