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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 | $56,251 | $78,694-28.5% | $67,653-16.9% | $125,388-55.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.98% | 9.46%-10.4pp | 6625.22%-6626.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,682 | $3,044+21.0% | $2,266+62.5% | $4,866-24.3% |
| Participant deferral / active EE | $2,736 | $4,292-36.3% | $3,560-23.1% | $5,352-48.9% |
| Admin fee / account holder | $37,086 | $7,403+401.0% | $4,821+669.3% | $9,541+288.7% |