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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 | $51,769 | $75,962-31.8% | $154,108-66.4% | $64,173-19.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.12% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,980 | $3,350+78.5% | $5,298+12.9% | $2,381+151.2% |
| Participant deferral / active EE | $3,851 | $3,175+21.3% | $5,081-24.2% | $3,470+11.0% |
| Admin fee / account holder | $823 | $5,589-85.3% | $13,411-93.9% | $4,887-83.2% |