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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 | $50,294 | $127,100-60.4% | $105,738-52.4% | $135,379-62.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 4.49%-12.3pp | 6.27%-14.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $3,045 | $4,107-25.9% | $3,268-6.8% | $4,779-36.3% |
| Participant deferral / active EE | $2,000 | $5,064-60.5% | $4,080-51.0% | $5,609-64.3% |
| Admin fee / account holder | $362 | $9,087-96.0% | $6,913-94.8% | $10,828-96.7% |