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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 | $35,519 | $54,357-34.7% | $82,706-57.1% | $68,495-48.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.76%-717.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,561 | $2,218+60.5% | $3,007+18.4% | $2,596+37.1% |
| Participant deferral / active EE | $7,370 | $3,246+127.0% | $4,394+67.8% | $4,028+83.0% |
| Admin fee / account holder | $5,230 | $4,396+19.0% | $5,329-1.9% | $5,403-3.2% |