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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 | $84,649 | $82,674+2.4% | $125,358-32.5% | $68,498+23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.03%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,013 | $3,381+166.6% | $4,814+87.2% | $2,596+247.1% |
| Participant deferral / active EE | $11,380 | $6,111+86.2% | $7,447+52.8% | $4,027+182.6% |
| Admin fee / account holder | $720 | $6,276-88.5% | $10,007-92.8% | $5,403-86.7% |