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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 | $64,848 | $82,674-21.6% | $125,381-48.3% | $68,486-5.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.65% | -5.97%-3.7pp | 572.31%-582.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $8,380 | $3,382+147.8% | $4,815+74.0% | $2,597+222.7% |
| Participant deferral / active EE | $3,468 | $6,111-43.3% | $7,448-53.4% | $4,028-13.9% |
| Admin fee / account holder | $4,013 | $6,277-36.1% | $10,007-59.9% | $5,404-25.7% |