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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 | $33,223 | $90,320-63.2% | $59,496-44.2% | $125,389-73.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.11% | 369.13%-371.2pp | 182.05%-184.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,091 | $1,792+128.3% | $1,153+254.8% | $4,866-15.9% |
| Participant deferral / active EE | $3,465 | $2,716+27.6% | $1,829+89.4% | $5,352-35.2% |
| Admin fee / account holder | $1,881 | $3,063-38.6% | $2,232-15.7% | $9,541-80.3% |