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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 | $48,735 | $75,935-35.8% | $60,547-19.5% | $125,393-61.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.37% | -5.38%+2.0pp | 335.64%-339.0pp | 282.23%-285.6pp |
| Employer contribution / active EE | $4,717 | $3,438+37.2% | $2,419+95.0% | $4,866-3.1% |
| Participant deferral / active EE | $11,707 | $4,506+159.8% | $3,328+251.8% | $5,351+118.8% |
| Admin fee / account holder | $28,519 | $6,768+321.4% | $4,536+528.7% | $9,541+198.9% |