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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 | $34,941 | $72,404-51.7% | $110,243-68.3% | $64,173-45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.86% | -6.29%+0.4pp | 314.76%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,216 | $2,282-46.7% | $3,827-68.2% | $2,381-48.9% |
| Participant deferral / active EE | $3,024 | $3,469-12.8% | $4,672-35.3% | $3,470-12.9% |
| Admin fee / account holder | $1,222 | $5,664-78.4% | $8,548-85.7% | $4,887-75.0% |