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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 | $23,013 | $84,518-72.8% | $67,704-66.0% | $125,389-81.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.75% | 2.57%-6.3pp | 25.41%-29.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $11,242 | $3,292+241.5% | $2,559+339.2% | $4,866+131.0% |
| Participant deferral / active EE | $7,530 | $4,430+70.0% | $3,585+110.0% | $5,352+40.7% |
| Admin fee / account holder | $7,591 | $5,340+42.1% | $4,255+78.4% | $9,541-20.4% |