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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 | $56,977 | $59,107-3.6% | $86,439-34.1% | $68,498-16.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.40% | -0.23%-18.2pp | 4395.55%-4413.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,756 | $2,519+49.1% | $3,769-0.3% | $2,596+44.7% |
| Participant deferral / active EE | $4,992 | $5,901-15.4% | $6,952-28.2% | $4,027+24.0% |
| Admin fee / account holder | $2,501 | $5,637-55.6% | $6,732-62.8% | $5,403-53.7% |