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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 | $47,420 | $69,541-31.8% | $59,899-20.8% | $135,380-65.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.94% | 7.95%-12.9pp | 3.46%-8.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,735 | $3,236+108.1% | $2,723+147.3% | $4,779+40.9% |
| Participant deferral / active EE | $7,001 | $4,206+66.5% | $3,402+105.8% | $5,609+24.8% |
| Admin fee / account holder | $28,894 | $5,737+403.6% | $3,592+704.3% | $10,828+166.8% |