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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 | $23,528 | $82,678-71.5% | $125,391-81.2% | $68,490-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,957 | $3,382-12.6% | $4,816-38.6% | $2,597+13.9% |
| Participant deferral / active EE | $5,773 | $6,111-5.5% | $7,448-22.5% | $4,028+43.3% |
| Admin fee / account holder | $1,107 | $6,277-82.4% | $10,009-88.9% | $5,403-79.5% |