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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 | $38,613 | $69,541-44.5% | $59,899-35.5% | $135,380-71.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.71% | 7.95%-8.7pp | 3.46%-4.2pp | 519.81%-520.5pp |
| Employer contribution / active EE | $4,800 | $3,236+48.3% | $2,723+76.3% | $4,779+0.5% |
| Participant deferral / active EE | $2,400 | $4,206-42.9% | $3,402-29.5% | $5,609-57.2% |
| Admin fee / account holder | $4,963 | $5,737-13.5% | $3,592+38.2% | $10,828-54.2% |