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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 | $74,486 | $82,674-9.9% | $125,381-40.6% | $68,486+8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.31%-582.1pp | -7.85%-1.9pp |
| Employer contribution / active EE | $919 | $3,382-72.8% | $4,815-80.9% | $2,597-64.6% |
| Participant deferral / active EE | $4,565 | $6,111-25.3% | $7,448-38.7% | $4,028+13.4% |
| Admin fee / account holder | $6,226 | $6,277-0.8% | $10,007-37.8% | $5,404+15.2% |