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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 | $70,135 | $82,678-15.2% | $125,391-44.1% | $68,490+2.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $7,294 | $3,382+115.7% | $4,816+51.5% | $2,597+180.9% |
| Participant deferral / active EE | $8,080 | $6,111+32.2% | $7,448+8.5% | $4,028+100.6% |
| Admin fee / account holder | $933 | $6,277-85.1% | $10,009-90.7% | $5,403-82.7% |