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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 | $47,689 | $82,678-42.3% | $125,391-62.0% | $68,490-30.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.72% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,986 | $3,382-41.3% | $4,816-58.8% | $2,597-23.5% |
| Participant deferral / active EE | $6,760 | $6,111+10.6% | $7,448-9.2% | $4,028+67.8% |
| Admin fee / account holder | $12,432 | $6,277+98.0% | $10,009+24.2% | $5,403+130.1% |