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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 | $64,244 | $82,674-22.3% | $125,363-48.8% | $68,495-6.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,428 | $3,382-28.2% | $4,815-49.6% | $2,596-6.5% |
| Participant deferral / active EE | $6,161 | $6,111+0.8% | $7,447-17.3% | $4,028+53.0% |
| Admin fee / account holder | $7,719 | $6,276+23.0% | $10,005-22.9% | $5,403+42.9% |