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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 | $32,224 | $82,674-61.0% | $125,363-74.3% | $68,495-53.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,145 | $3,382+22.6% | $4,815-13.9% | $2,596+59.6% |
| Participant deferral / active EE | $7,004 | $6,111+14.6% | $7,447-6.0% | $4,028+73.9% |
| Admin fee / account holder | $1,295 | $6,276-79.4% | $10,005-87.1% | $5,403-76.0% |