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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 | $42,425 | $82,678-48.7% | $125,391-66.2% | $68,490-38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $5,214 | $3,382+54.2% | $4,816+8.3% | $2,597+100.8% |
| Participant deferral / active EE | $3,139 | $6,111-48.6% | $7,448-57.9% | $4,028-22.1% |
| Admin fee / account holder | $4,354 | $6,277-30.6% | $10,009-56.5% | $5,403-19.4% |