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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 | $63,525 | $76,000-16.4% | $154,111-58.8% | $64,186-1.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.15%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,653 | $3,351-50.7% | $5,298-68.8% | $2,381-30.6% |
| Participant deferral / active EE | $4,339 | $3,175+36.7% | $5,081-14.6% | $3,470+25.1% |
| Admin fee / account holder | $1,359 | $5,596-75.7% | $13,411-89.9% | $4,888-72.2% |