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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 | $44,733 | $75,962-41.1% | $154,108-71.0% | $64,173-30.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.44% | 30.32%-31.8pp | 735.21%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $4,081 | $3,350+21.8% | $5,298-23.0% | $2,381+71.4% |
| Participant deferral / active EE | $3,492 | $3,175+10.0% | $5,081-31.3% | $3,470+0.6% |
| Admin fee / account holder | $24,907 | $5,589+345.6% | $13,411+85.7% | $4,887+409.6% |