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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 | $38,716 | $57,352-32.5% | $83,831-53.8% | $64,173-39.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.01% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,393 | $2,546-45.3% | $3,631-61.6% | $2,381-41.5% |
| Participant deferral / active EE | $2,156 | $2,993-28.0% | $4,082-47.2% | $3,470-37.9% |
| Admin fee / account holder | $3,799 | $4,046-6.1% | $5,479-30.7% | $4,887-22.3% |