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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 | $27,561 | $82,678-66.7% | $125,391-78.0% | $68,490-59.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,096 | $3,382+109.8% | $4,816+47.4% | $2,597+173.3% |
| Participant deferral / active EE | $2,882 | $6,111-52.8% | $7,448-61.3% | $4,028-28.4% |
| Admin fee / account holder | $1,012 | $6,277-83.9% | $10,009-89.9% | $5,403-81.3% |