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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 | $46,781 | $75,962-38.4% | $154,108-69.6% | $64,173-27.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.93% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,714 | $3,350+40.7% | $5,298-11.0% | $2,381+98.0% |
| Participant deferral / active EE | $3,223 | $3,175+1.5% | $5,081-36.6% | $3,470-7.1% |
| Admin fee / account holder | $333 | $5,589-94.0% | $13,411-97.5% | $4,887-93.2% |