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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 | $37,311 | $57,352-34.9% | $83,830-55.5% | $64,173-41.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.77% | 11.38%-14.2pp | 850.97%-853.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,890 | $2,546-25.8% | $3,631-48.0% | $2,381-20.6% |
| Participant deferral / active EE | $2,869 | $2,993-4.1% | $4,082-29.7% | $3,470-17.3% |
| Admin fee / account holder | $3,356 | $4,046-17.1% | $5,479-38.7% | $4,887-31.3% |