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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 | $34,460 | $78,694-56.2% | $67,652-49.1% | $125,389-72.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.22% | 9.46%-11.7pp | 6625.40%-6627.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,817 | $3,044+25.4% | $2,266+68.5% | $4,866-21.6% |
| Participant deferral / active EE | $2,380 | $4,292-44.5% | $3,560-33.1% | $5,352-55.5% |
| Admin fee / account holder | $1,570 | $7,403-78.8% | $4,821-67.4% | $9,541-83.5% |