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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 | $27,730 | $82,674-66.5% | $125,381-77.9% | $68,486-59.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,177 | $3,382-6.0% | $4,815-34.0% | $2,597+22.4% |
| Participant deferral / active EE | $6,284 | $6,111+2.8% | $7,448-15.6% | $4,028+56.0% |
| Admin fee / account holder | $16,637 | $6,277+165.1% | $10,007+66.3% | $5,404+207.9% |