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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 | $47,013 | $69,012-31.9% | $160,009-70.6% | $68,486-31.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -7.70% | -9.65%+2.0pp | 408.85%-416.5pp | -7.85%+0.2pp |
| Employer contribution / active EE | $3,100 | $2,212+40.1% | $4,225-26.6% | $2,597+19.4% |
| Participant deferral / active EE | $2,771 | $4,212-34.2% | $6,183-55.2% | $4,028-31.2% |
| Admin fee / account holder | $3,035 | $4,798-36.7% | $8,715-65.2% | $5,404-43.8% |