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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 | $55,459 | $82,674-32.9% | $125,381-55.8% | $68,486-19.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $8,550 | $3,382+152.8% | $4,815+77.6% | $2,597+229.3% |
| Participant deferral / active EE | $6,109 | $6,1110% | $7,448-18.0% | $4,028+51.7% |
| Admin fee / account holder | $1,614 | $6,277-74.3% | $10,007-83.9% | $5,404-70.1% |