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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 | $53,774 | $90,320-40.5% | $59,496-9.6% | $125,389-57.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.60% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,011 | $1,792-43.6% | $1,153-12.3% | $4,866-79.2% |
| Participant deferral / active EE | $3,911 | $2,716+44.0% | $1,829+113.8% | $5,352-26.9% |
| Admin fee / account holder | $448 | $3,063-85.4% | $2,232-79.9% | $9,541-95.3% |