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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 | $31,009 | $82,674-62.5% | $125,381-75.3% | $68,486-54.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.85% | -5.97%-3.9pp | 572.31%-582.2pp | -7.85%-2.0pp |
| Employer contribution / active EE | $3,662 | $3,382+8.3% | $4,815-24.0% | $2,597+41.0% |
| Participant deferral / active EE | $8,386 | $6,111+37.2% | $7,448+12.6% | $4,028+108.2% |
| Admin fee / account holder | $2,747 | $6,277-56.2% | $10,007-72.5% | $5,404-49.2% |