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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 | $29,636 | $85,790-65.5% | $67,313-56.0% | $135,380-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.25% | -0.54%-4.7pp | -4.08%-1.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,566 | $3,487+2.3% | $2,566+39.0% | $4,779-25.4% |
| Participant deferral / active EE | $3,004 | $4,651-35.4% | $3,568-15.8% | $5,609-46.4% |
| Admin fee / account holder | $3,204 | $6,392-49.9% | $4,507-28.9% | $10,828-70.4% |