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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 | $43,635 | $82,674-47.2% | $125,363-65.2% | $68,495-36.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.33% | -5.97%-5.4pp | 572.15%-583.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $4,066 | $3,382+20.2% | $4,815-15.6% | $2,596+56.6% |
| Participant deferral / active EE | $10,433 | $6,111+70.7% | $7,447+40.1% | $4,028+159.0% |
| Admin fee / account holder | $2,132 | $6,276-66.0% | $10,005-78.7% | $5,403-60.5% |