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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 | $37,718 | $75,962-50.3% | $154,108-75.5% | $64,173-41.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.39% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,967 | $3,350+48.3% | $5,298-6.2% | $2,381+108.6% |
| Participant deferral / active EE | $2,254 | $3,175-29.0% | $5,081-55.6% | $3,470-35.0% |
| Admin fee / account holder | $2,010 | $5,589-64.0% | $13,411-85.0% | $4,887-58.9% |