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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 | $38,763 | $57,352-32.4% | $83,831-53.8% | $64,173-39.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.50% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $879 | $2,546-65.5% | $3,631-75.8% | $2,381-63.1% |
| Participant deferral / active EE | $2,205 | $2,993-26.3% | $4,082-46.0% | $3,470-36.5% |
| Admin fee / account holder | $1,383 | $4,046-65.8% | $5,479-74.8% | $4,887-71.7% |