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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 | $75,186 | $82,678-9.1% | $125,391-40.0% | $68,490+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $6,587 | $3,382+94.8% | $4,816+36.8% | $2,597+153.7% |
| Participant deferral / active EE | $4,021 | $6,111-34.2% | $7,448-46.0% | $4,028-0.2% |
| Admin fee / account holder | $4,151 | $6,277-33.9% | $10,009-58.5% | $5,403-23.2% |