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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 | $49,328 | $75,962-35.1% | $154,111-68.0% | $64,173-23.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.18%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,074 | $3,350-38.1% | $5,298-60.9% | $2,381-12.9% |
| Participant deferral / active EE | $3,183 | $3,175+0.3% | $5,081-37.4% | $3,470-8.3% |
| Admin fee / account holder | $1,275 | $5,589-77.2% | $13,411-90.5% | $4,887-73.9% |