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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 | $35,933 | $57,352-37.3% | $83,830-57.1% | $64,173-44.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.66% | 11.38%-16.0pp | 850.97%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,290 | $2,546+29.2% | $3,631-9.4% | $2,381+38.2% |
| Participant deferral / active EE | $1,954 | $2,993-34.7% | $4,082-52.1% | $3,470-43.7% |
| Admin fee / account holder | $7,398 | $4,046+82.8% | $5,479+35.0% | $4,887+51.4% |