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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 | $44,257 | $49,177-10.0% | $79,467-44.3% | $64,173-31.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.42% | -1.16%-4.3pp | 718.30%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,122 | $2,076+50.4% | $2,800+11.5% | $2,381+31.1% |
| Participant deferral / active EE | $3,785 | $2,821+34.2% | $3,704+2.2% | $3,470+9.1% |
| Admin fee / account holder | $3,870 | $3,839+0.8% | $5,104-24.2% | $4,887-20.8% |