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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 | $49,677 | $99,032-49.8% | $80,022-37.9% | $135,380-63.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.06% | 15.39%-20.4pp | 11.22%-16.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $3,875 | $3,043+27.3% | $2,468+57.0% | $4,779-18.9% |
| Participant deferral / active EE | $3,221 | $4,282-24.8% | $3,686-12.6% | $5,609-42.6% |
| Admin fee / account holder | $35,555 | $10,436+240.7% | $6,521+445.2% | $10,828+228.4% |