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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 | $47,237 | $82,678-42.9% | $125,391-62.3% | $68,490-31.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,593 | $3,382-52.9% | $4,816-66.9% | $2,597-38.7% |
| Participant deferral / active EE | $5,508 | $6,111-9.9% | $7,448-26.1% | $4,028+36.7% |
| Admin fee / account holder | $975 | $6,277-84.5% | $10,009-90.3% | $5,403-81.9% |