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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 | $59,421 | $75,962-21.8% | $154,108-61.4% | $64,173-7.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.69% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,688 | $3,350+39.9% | $5,298-11.5% | $2,381+96.9% |
| Participant deferral / active EE | $1,750 | $3,175-44.9% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $1,684 | $5,589-69.9% | $13,411-87.4% | $4,887-65.5% |