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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 | $44,617 | $82,674-46.0% | $125,381-64.4% | $68,486-34.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.92% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,601 | $3,382-52.7% | $4,815-66.8% | $2,597-38.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,127 | $6,277-50.2% | $10,007-68.8% | $5,404-42.1% |