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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 | $45,278 | $76,000-40.4% | $154,111-70.6% | $64,186-29.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.06% | 30.32%-36.4pp | 735.15%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,121 | $3,351+23.0% | $5,298-22.2% | $2,381+73.1% |
| Participant deferral / active EE | $4,179 | $3,175+31.6% | $5,081-17.7% | $3,470+20.4% |
| Admin fee / account holder | $5,666 | $5,596+1.2% | $13,411-57.8% | $4,888+15.9% |