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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 | $54,526 | $82,678-34.0% | $125,391-56.5% | $68,490-20.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,427 | $3,382+30.9% | $4,816-8.1% | $2,597+70.5% |
| Participant deferral / active EE | $11,278 | $6,111+84.5% | $7,448+51.4% | $4,028+180.0% |
| Admin fee / account holder | $4,711 | $6,277-25.0% | $10,009-52.9% | $5,403-12.8% |