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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 | $43,494 | $75,962-42.7% | $154,111-71.8% | $64,173-32.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.56% | 30.32%-36.9pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,631 | $3,350+8.4% | $5,298-31.5% | $2,381+52.5% |
| Participant deferral / active EE | $4,439 | $3,175+39.8% | $5,081-12.6% | $3,470+27.9% |
| Admin fee / account holder | $2,349 | $5,589-58.0% | $13,411-82.5% | $4,887-51.9% |