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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 | $35,182 | $49,177-28.5% | $79,476-55.7% | $64,181-45.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.90% | -1.16%-1.7pp | 718.21%-721.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,289 | $2,076+58.4% | $2,800+17.4% | $2,381+38.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,286 | $3,839-66.5% | $5,113-74.8% | $4,887-73.7% |