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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 | $71,568 | $82,674-13.4% | $125,363-42.9% | $68,495+4.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.15%-587.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,660 | $3,382+8.2% | $4,815-24.0% | $2,596+41.0% |
| Participant deferral / active EE | $8,574 | $6,111+40.3% | $7,447+15.1% | $4,028+112.9% |
| Admin fee / account holder | $7,077 | $6,276+12.8% | $10,005-29.3% | $5,403+31.0% |