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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 | $28,918 | $49,177-41.2% | $79,467-63.6% | $64,173-54.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.21% | -1.16%-0.1pp | 718.30%-719.5pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,961 | $2,076+90.8% | $2,800+41.5% | $2,381+66.4% |
| Participant deferral / active EE | $5,190 | $2,821+84.0% | $3,704+40.1% | $3,470+49.6% |
| Admin fee / account holder | $18,482 | $3,839+381.5% | $5,104+262.1% | $4,887+278.2% |