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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 | $46,096 | $78,694-41.4% | $67,653-31.9% | $125,388-63.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.97% | 9.46%-10.4pp | 6625.22%-6626.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,552 | $3,044-49.0% | $2,266-31.5% | $4,866-68.1% |
| Participant deferral / active EE | $4,506 | $4,292+5.0% | $3,560+26.6% | $5,352-15.8% |
| Admin fee / account holder | $10,041 | $7,403+35.6% | $4,821+108.3% | $9,541+5.2% |