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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 | $51,847 | $82,678-37.3% | $125,391-58.7% | $68,490-24.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,393 | $3,382-29.2% | $4,816-50.3% | $2,597-7.8% |
| Participant deferral / active EE | $4,466 | $6,111-26.9% | $7,448-40.0% | $4,028+10.9% |
| Admin fee / account holder | $814 | $6,277-87.0% | $10,009-91.9% | $5,403-84.9% |