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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 | $37,165 | $82,674-55.0% | $125,363-70.4% | $68,495-45.7% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.15%-585.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $7,321 | $3,382+116.5% | $4,815+52.1% | $2,596+182.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,893 | $6,276-53.9% | $10,005-71.1% | $5,403-46.5% |