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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 | $55,776 | $158,827-64.9% | $121,208-54.0% | $135,382-58.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.04% | -0.64%-8.4pp | 16.93%-26.0pp | 519.77%-528.8pp |
| Employer contribution / active EE | $3,000 | $5,666-47.1% | $4,023-25.4% | $4,779-37.2% |
| Participant deferral / active EE | $18,000 | $4,006+349.4% | $3,345+438.1% | $5,609+220.9% |
| Admin fee / account holder | $413 | $6,514-93.7% | $5,020-91.8% | $10,829-96.2% |