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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 | $56,185 | $82,678-32.0% | $125,391-55.2% | $68,490-18.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.90% | -5.97%-2.9pp | 572.41%-581.3pp | -7.85%-1.0pp |
| Employer contribution / active EE | $6,527 | $3,382+93.0% | $4,816+35.5% | $2,597+151.4% |
| Participant deferral / active EE | $7,409 | $6,111+21.2% | $7,448-0.5% | $4,028+84.0% |
| Admin fee / account holder | $7,583 | $6,277+20.8% | $10,009-24.2% | $5,403+40.4% |