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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 | $51,090 | $78,694-35.1% | $67,653-24.5% | $125,388-59.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.07% | 9.46%-12.5pp | 6625.22%-6628.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $6,480 | $3,044+112.9% | $2,266+186.0% | $4,866+33.2% |
| Participant deferral / active EE | $3,870 | $4,292-9.8% | $3,560+8.7% | $5,352-27.7% |
| Admin fee / account holder | $1,672 | $7,403-77.4% | $4,821-65.3% | $9,541-82.5% |