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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 | $63,473 | $75,962-16.4% | $154,108-58.8% | $64,173-1.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.21%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,329 | $3,350-60.3% | $5,298-74.9% | $2,381-44.2% |
| Participant deferral / active EE | $4,583 | $3,175+44.4% | $5,081-9.8% | $3,470+32.1% |
| Admin fee / account holder | $3,560 | $5,589-36.3% | $13,411-73.5% | $4,887-27.2% |