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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 | $75,901 | $27,632+174.7% | $61,452+23.5% | $68,486+10.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.24%-3.3pp | 338.96%-355.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $7,109 | $696+921.7% | $1,160+513.1% | $2,597+173.8% |
| Participant deferral / active EE | $2,698 | $1,264+113.5% | $2,125+27.0% | $4,028-33.0% |
| Admin fee / account holder | $1,557 | $2,010-22.6% | $2,131-26.9% | $5,404-71.2% |