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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 | $74,250 | $82,678-10.2% | $125,391-40.8% | $68,490+8.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $10,130 | $3,382+199.5% | $4,816+110.4% | $2,597+290.1% |
| Participant deferral / active EE | $9,483 | $6,111+55.2% | $7,448+27.3% | $4,028+135.4% |
| Admin fee / account holder | $748 | $6,277-88.1% | $10,009-92.5% | $5,403-86.2% |