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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 | $51,310 | $75,962-32.5% | $154,108-66.7% | $64,173-20.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.84% | 30.32%-35.2pp | 735.21%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,278 | $3,350-2.1% | $5,298-38.1% | $2,381+37.7% |
| Participant deferral / active EE | $2,934 | $3,175-7.6% | $5,081-42.3% | $3,470-15.4% |
| Admin fee / account holder | $4,021 | $5,589-28.0% | $13,411-70.0% | $4,887-17.7% |