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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 | $27,046 | $75,962-64.4% | $154,108-82.4% | $64,173-57.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.34% | 30.32%-37.7pp | 735.21%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,450 | $3,350-26.9% | $5,298-53.8% | $2,381+2.9% |
| Participant deferral / active EE | $5,011 | $3,175+57.9% | $5,081-1.4% | $3,470+44.4% |
| Admin fee / account holder | $498 | $5,589-91.1% | $13,411-96.3% | $4,887-89.8% |