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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 | $74,313 | $82,674-10.1% | $125,358-40.7% | $68,498+8.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.03%-585.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,116 | $3,381-67.0% | $4,814-76.8% | $2,596-57.0% |
| Participant deferral / active EE | $8,095 | $6,111+32.5% | $7,447+8.7% | $4,027+101.0% |
| Admin fee / account holder | $8,191 | $6,276+30.5% | $10,007-18.1% | $5,403+51.6% |