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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 | $54,407 | $82,678-34.2% | $125,391-56.6% | $68,490-20.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.83% | -5.97%-7.9pp | 572.41%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,776 | $3,382-17.9% | $4,816-42.4% | $2,597+6.9% |
| Participant deferral / active EE | $7,871 | $6,111+28.8% | $7,448+5.7% | $4,028+95.4% |
| Admin fee / account holder | $390 | $6,277-93.8% | $10,009-96.1% | $5,403-92.8% |