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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 | $40,897 | $82,674-50.5% | $125,363-67.4% | $68,495-40.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.15%-590.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,287 | $3,382+26.8% | $4,815-11.0% | $2,596+65.1% |
| Participant deferral / active EE | $8,348 | $6,111+36.6% | $7,447+12.1% | $4,028+107.3% |
| Admin fee / account holder | $1,025 | $6,276-83.7% | $10,005-89.8% | $5,403-81.0% |