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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 | $54,595 | $75,962-28.1% | $154,108-64.6% | $64,173-14.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.04% | 30.32%-33.4pp | 735.21%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $5,122 | $3,350+52.9% | $5,298-3.3% | $2,381+115.2% |
| Participant deferral / active EE | $2,244 | $3,175-29.3% | $5,081-55.8% | $3,470-35.3% |
| Admin fee / account holder | $322 | $5,589-94.2% | $13,411-97.6% | $4,887-93.4% |