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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 | $38,190 | $54,370-29.8% | $82,763-53.9% | $68,490-44.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.88% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,245 | $2,219+1.1% | $3,008-25.4% | $2,597-13.6% |
| Participant deferral / active EE | $4,360 | $3,247+34.3% | $4,395-0.8% | $4,028+8.3% |
| Admin fee / account holder | $10,973 | $4,398+149.5% | $5,325+106.1% | $5,403+103.1% |