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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 | $65,064 | $82,678-21.3% | $125,391-48.1% | $68,490-5.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.91% | -5.97%-1.9pp | 572.41%-580.3pp | -7.85%-0.1pp |
| Employer contribution / active EE | $957 | $3,382-71.7% | $4,816-80.1% | $2,597-63.1% |
| Participant deferral / active EE | $3,829 | $6,111-37.4% | $7,448-48.6% | $4,028-4.9% |
| Admin fee / account holder | $1,597 | $6,277-74.6% | $10,009-84.0% | $5,403-70.4% |