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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 | $80,635 | $82,674-2.5% | $125,381-35.7% | $68,486+17.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.96% | -5.97%-3.0pp | 572.31%-581.3pp | -7.85%-1.1pp |
| Employer contribution / active EE | $1,946 | $3,382-42.5% | $4,815-59.6% | $2,597-25.1% |
| Participant deferral / active EE | $5,904 | $6,111-3.4% | $7,448-20.7% | $4,028+46.6% |
| Admin fee / account holder | $4,607 | $6,277-26.6% | $10,007-54.0% | $5,404-14.7% |