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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 | $46,604 | $69,518-33.0% | $59,887-22.2% | $135,379-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.37% | 7.95%-10.3pp | 3.46%-5.8pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,984 | $3,235-38.7% | $2,722-27.1% | $4,779-58.5% |
| Participant deferral / active EE | $2,886 | $4,204-31.4% | $3,402-15.2% | $5,609-48.5% |
| Admin fee / account holder | $40,395 | $5,734+604.4% | $3,591+1024.8% | $10,828+273.1% |