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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 | $64,319 | $82,674-22.2% | $125,381-48.7% | $68,486-6.1% |
| Participation rate | 86.5% | 75.1%+11.5pp | 82.4%+4.2pp | 67.9%+18.6pp |
| Annual return | -8.42% | -5.97%-2.4pp | 572.31%-580.7pp | -7.85%-0.6pp |
| Employer contribution / active EE | $6,731 | $3,382+99.0% | $4,815+39.8% | $2,597+159.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,386 | $6,277-77.9% | $10,007-86.2% | $5,404-74.4% |