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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 | $37,551 | $82,674-54.6% | $125,381-70.1% | $68,486-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.73% | -5.97%-8.8pp | 572.31%-587.0pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,515 | $3,382-55.2% | $4,815-68.5% | $2,597-41.7% |
| Participant deferral / active EE | $3,411 | $6,111-44.2% | $7,448-54.2% | $4,028-15.3% |
| Admin fee / account holder | $1,312 | $6,277-79.1% | $10,007-86.9% | $5,404-75.7% |