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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 | $67,713 | $82,678-18.1% | $125,391-46.0% | $68,490-1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $7,713 | $3,382+128.0% | $4,816+60.2% | $2,597+197.0% |
| Participant deferral / active EE | $7,210 | $6,111+18.0% | $7,448-3.2% | $4,028+79.0% |
| Admin fee / account holder | $35,174 | $6,277+460.3% | $10,009+251.4% | $5,403+551.0% |