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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 | $45,522 | $75,935-40.1% | $60,547-24.8% | $125,393-63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.10% | -5.38%+3.3pp | 335.64%-337.7pp | 282.23%-284.3pp |
| Employer contribution / active EE | $2,682 | $3,438-22.0% | $2,419+10.9% | $4,866-44.9% |
| Participant deferral / active EE | $3,031 | $4,506-32.7% | $3,328-8.9% | $5,351-43.4% |
| Admin fee / account holder | $4,579 | $6,768-32.3% | $4,536+0.9% | $9,541-52.0% |