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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 | $64,157 | $82,678-22.4% | $125,391-48.8% | $68,490-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.62% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,385 | $3,382+29.6% | $4,816-8.9% | $2,597+68.9% |
| Participant deferral / active EE | $9,446 | $6,111+54.6% | $7,448+26.8% | $4,028+134.5% |
| Admin fee / account holder | $9,801 | $6,277+56.1% | $10,009-2.1% | $5,403+81.4% |