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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 | $42,967 | $75,962-43.4% | $154,108-72.1% | $64,173-33.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.23% | 30.32%-31.6pp | 735.21%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,348 | $3,350-59.7% | $5,298-74.5% | $2,381-43.4% |
| Participant deferral / active EE | $1,339 | $3,175-57.8% | $5,081-73.7% | $3,470-61.4% |
| Admin fee / account holder | $8,897 | $5,589+59.2% | $13,411-33.7% | $4,887+82.0% |