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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 | $26,547 | $82,678-67.9% | $125,391-78.8% | $68,490-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.09% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,873 | $3,382+14.5% | $4,816-19.6% | $2,597+49.2% |
| Participant deferral / active EE | $3,432 | $6,111-43.8% | $7,448-53.9% | $4,028-14.8% |
| Admin fee / account holder | $827 | $6,277-86.8% | $10,009-91.7% | $5,403-84.7% |