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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 | $42,711 | $57,352-25.5% | $83,830-49.1% | $64,173-33.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.09% | 11.38%-16.5pp | 850.97%-856.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,353 | $2,546+71.0% | $3,631+19.9% | $2,381+82.8% |
| Participant deferral / active EE | $3,021 | $2,993+0.9% | $4,082-26.0% | $3,470-12.9% |
| Admin fee / account holder | $13,182 | $4,046+225.8% | $5,479+140.6% | $4,887+169.7% |