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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 | $37,100 | $49,177-24.6% | $79,467-53.3% | $64,173-42.2% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.7pp |
| Annual return | -2.22% | -1.16%-1.1pp | 718.30%-720.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,449 | $2,076+114.3% | $2,800+58.9% | $2,381+86.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,503 | $3,839-8.7% | $5,104-31.4% | $4,887-28.3% |