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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 | $45,745 | $94,529-51.6% | $140,019-67.3% | $64,173-28.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.25% | 7.77%-14.0pp | 651.19%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,480 | $3,812-34.9% | $5,605-55.8% | $2,381+4.2% |
| Participant deferral / active EE | $3,513 | $5,250-33.1% | $6,927-49.3% | $3,470+1.2% |
| Admin fee / account holder | $701 | $6,741-89.6% | $10,705-93.5% | $4,887-85.7% |