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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 | $62,477 | $82,678-24.4% | $125,391-50.2% | $68,490-8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,675 | $3,382+8.6% | $4,816-23.7% | $2,597+41.5% |
| Participant deferral / active EE | $5,498 | $6,111-10.0% | $7,448-26.2% | $4,028+36.5% |
| Admin fee / account holder | $12,273 | $6,277+95.5% | $10,009+22.6% | $5,403+127.2% |