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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 | $43,916 | $43,730+0.4% | $121,208-63.8% | $64,181-31.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.15% | 68.94%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,816 | $1,297+117.1% | $4,023-30.0% | $2,381+18.3% |
| Participant deferral / active EE | $4,185 | $2,281+83.5% | $3,345+25.1% | $3,470+20.6% |
| Admin fee / account holder | $1,103 | $3,502-68.5% | $5,020-78.0% | $4,887-77.4% |