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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 | $36,914 | $45,152-18.2% | $73,835-50.0% | $59,633-38.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2268.13%-2268.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $3,845 | $1,901+102.3% | $2,788+37.9% | $2,203+74.6% |
| Participant deferral / active EE | $4,303 | $2,573+67.2% | $3,583+20.1% | $3,192+34.8% |
| Admin fee / account holder | $1,730 | $3,515-50.8% | $4,880-64.5% | $4,297-59.7% |