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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 | $59,214 | $75,935-22.0% | $60,547-2.2% | $125,389-52.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.37% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,374 | $3,438-1.9% | $2,419+39.5% | $4,866-30.7% |
| Participant deferral / active EE | $2,357 | $4,506-47.7% | $3,328-29.2% | $5,352-56.0% |
| Admin fee / account holder | $1,464 | $6,768-78.4% | $4,536-67.7% | $9,541-84.7% |