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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 | $59,894 | $82,674-27.6% | $125,381-52.2% | $68,486-12.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.28% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $6,538 | $3,382+93.3% | $4,815+35.8% | $2,597+151.8% |
| Participant deferral / active EE | $10,266 | $6,111+68.0% | $7,448+37.8% | $4,028+154.9% |
| Admin fee / account holder | $834 | $6,277-86.7% | $10,007-91.7% | $5,404-84.6% |