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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 | $54,861 | $82,678-33.6% | $125,391-56.2% | $68,490-19.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,386 | $3,382+88.8% | $4,816+32.6% | $2,597+145.9% |
| Participant deferral / active EE | $5,949 | $6,111-2.7% | $7,448-20.1% | $4,028+47.7% |
| Admin fee / account holder | $4,510 | $6,277-28.2% | $10,009-54.9% | $5,403-16.5% |