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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 | $56,977 | $59,111-3.6% | $86,451-34.1% | $68,490-16.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.40% | -0.22%-18.2pp | 4398.51%-4416.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,756 | $2,519+49.1% | $3,770-0.4% | $2,597+44.6% |
| Participant deferral / active EE | $4,992 | $5,900-15.4% | $6,953-28.2% | $4,028+23.9% |
| Admin fee / account holder | $2,501 | $5,640-55.7% | $6,734-62.9% | $5,403-53.7% |