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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 | $31,765 | $82,678-61.6% | $125,391-74.7% | $68,490-53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,845 | $3,382-15.9% | $4,816-40.9% | $2,597+9.6% |
| Participant deferral / active EE | $4,026 | $6,111-34.1% | $7,448-46.0% | $4,028-0.1% |
| Admin fee / account holder | $9,211 | $6,277+46.7% | $10,009-8.0% | $5,403+70.5% |