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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 | $35,582 | $75,962-53.2% | $154,111-76.9% | $64,173-44.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.27% | 30.32%-32.6pp | 735.18%-737.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,663 | $3,350-20.5% | $5,298-49.7% | $2,381+11.9% |
| Participant deferral / active EE | $4,133 | $3,175+30.2% | $5,081-18.7% | $3,470+19.1% |
| Admin fee / account holder | $352 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |