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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 | $63,992 | $82,674-22.6% | $125,381-49.0% | $68,486-6.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,425 | $3,382+1.3% | $4,815-28.9% | $2,597+31.9% |
| Participant deferral / active EE | $5,207 | $6,111-14.8% | $7,448-30.1% | $4,028+29.3% |
| Admin fee / account holder | $3,835 | $6,277-38.9% | $10,007-61.7% | $5,404-29.0% |