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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 | $62,368 | $82,678-24.6% | $125,391-50.3% | $68,490-8.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,042 | $3,382-10.0% | $4,816-36.8% | $2,597+17.2% |
| Participant deferral / active EE | $6,859 | $6,111+12.2% | $7,448-7.9% | $4,028+70.3% |
| Admin fee / account holder | $2,867 | $6,277-54.3% | $10,009-71.4% | $5,403-46.9% |