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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 | $38,580 | $82,678-53.3% | $125,391-69.2% | $68,490-43.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,674 | $3,382+38.2% | $4,816-2.9% | $2,597+80.0% |
| Participant deferral / active EE | $3,712 | $6,111-39.3% | $7,448-50.2% | $4,028-7.8% |
| Admin fee / account holder | $1,714 | $6,277-72.7% | $10,009-82.9% | $5,403-68.3% |