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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 | $27,949 | $75,962-63.2% | $154,111-81.9% | $64,173-56.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.53% | 30.32%-32.9pp | 735.18%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,648 | $3,350-50.8% | $5,298-68.9% | $2,381-30.8% |
| Participant deferral / active EE | $3,297 | $3,175+3.8% | $5,081-35.1% | $3,470-5.0% |
| Admin fee / account holder | $38,784 | $5,589+593.9% | $13,411+189.2% | $4,887+693.6% |