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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 | $51,024 | $82,678-38.3% | $125,391-59.3% | $68,490-25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,120 | $3,382-7.8% | $4,816-35.2% | $2,597+20.2% |
| Participant deferral / active EE | $6,814 | $6,111+11.5% | $7,448-8.5% | $4,028+69.2% |
| Admin fee / account holder | $6,846 | $6,277+9.1% | $10,009-31.6% | $5,403+26.7% |