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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 | $46,311 | $57,352-19.3% | $83,831-44.8% | $64,173-27.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.66% | 11.38%-19.0pp | 850.99%-858.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,893 | $2,546+170.8% | $3,631+89.8% | $2,381+189.5% |
| Participant deferral / active EE | $5,736 | $2,993+91.7% | $4,082+40.5% | $3,470+65.3% |
| Admin fee / account holder | $423 | $4,046-89.6% | $5,479-92.3% | $4,887-91.4% |