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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 | $35,934 | $75,962-52.7% | $154,108-76.7% | $64,173-44.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,618 | $3,350-51.7% | $5,298-69.5% | $2,381-32.1% |
| Participant deferral / active EE | $2,939 | $3,175-7.4% | $5,081-42.1% | $3,470-15.3% |
| Admin fee / account holder | $14,768 | $5,589+164.2% | $13,411+10.1% | $4,887+202.2% |