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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 | $75,747 | $82,678-8.4% | $125,391-39.6% | $68,490+10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.13% | -5.97%-13.2pp | 572.41%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,904 | $3,382+104.1% | $4,816+43.4% | $2,597+165.9% |
| Participant deferral / active EE | $13,387 | $6,111+119.0% | $7,448+79.7% | $4,028+232.4% |
| Admin fee / account holder | $8,000 | $6,277+27.4% | $10,009-20.1% | $5,403+48.1% |