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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 | $59,438 | $75,962-21.8% | $154,111-61.4% | $64,173-7.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.58% | 30.32%-32.9pp | 735.18%-737.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,738 | $3,350+11.6% | $5,298-29.4% | $2,381+57.0% |
| Participant deferral / active EE | $5,293 | $3,175+66.7% | $5,081+4.2% | $3,470+52.5% |
| Admin fee / account holder | $19,816 | $5,589+254.6% | $13,411+47.8% | $4,887+305.5% |