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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 | $43,321 | $82,674-47.6% | $125,363-65.4% | $68,495-36.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,104 | $3,382-8.2% | $4,815-35.5% | $2,596+19.6% |
| Participant deferral / active EE | $6,772 | $6,111+10.8% | $7,447-9.1% | $4,028+68.1% |
| Admin fee / account holder | $3,507 | $6,276-44.1% | $10,005-65.0% | $5,403-35.1% |