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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 | $53,592 | $75,962-29.4% | $154,108-65.2% | $64,173-16.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.11% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,679 | $3,350-20.0% | $5,298-49.4% | $2,381+12.5% |
| Participant deferral / active EE | $4,898 | $3,175+54.3% | $5,081-3.6% | $3,470+41.2% |
| Admin fee / account holder | $40,363 | $5,589+622.2% | $13,411+201.0% | $4,887+725.8% |