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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 | $49,231 | $59,111-16.7% | $86,451-43.1% | $68,490-28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.03% | -0.22%-18.8pp | 4398.51%-4417.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,156 | $2,519-54.1% | $3,770-69.3% | $2,597-55.5% |
| Participant deferral / active EE | $6,479 | $5,900+9.8% | $6,953-6.8% | $4,028+60.9% |
| Admin fee / account holder | $5,209 | $5,640-7.7% | $6,734-22.7% | $5,403-3.6% |