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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 | $45,316 | $75,962-40.3% | $154,108-70.6% | $64,173-29.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,461 | $3,350+92.9% | $5,298+22.0% | $2,381+171.4% |
| Participant deferral / active EE | $6,749 | $3,175+112.6% | $5,081+32.8% | $3,470+94.5% |
| Admin fee / account holder | $3,302 | $5,589-40.9% | $13,411-75.4% | $4,887-32.4% |