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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 | $67,252 | $82,674-18.7% | $125,363-46.4% | $68,495-1.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.15%-587.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,738 | $3,382-19.0% | $4,815-43.1% | $2,596+5.4% |
| Participant deferral / active EE | $6,754 | $6,111+10.5% | $7,447-9.3% | $4,028+67.7% |
| Admin fee / account holder | $8,344 | $6,276+32.9% | $10,005-16.6% | $5,403+54.4% |