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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 | $42,115 | $75,962-44.6% | $154,108-72.7% | $64,173-34.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.37% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,111 | $3,350+22.7% | $5,298-22.4% | $2,381+72.7% |
| Participant deferral / active EE | $1,817 | $3,175-42.8% | $5,081-64.2% | $3,470-47.6% |
| Admin fee / account holder | $5,755 | $5,589+3.0% | $13,411-57.1% | $4,887+17.7% |