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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 | $45,581 | $54,370-16.2% | $82,763-44.9% | $68,490-33.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.04% | -13.67%-0.4pp | 702.45%-716.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,595 | $2,219+62.0% | $3,008+19.5% | $2,597+38.5% |
| Participant deferral / active EE | $5,961 | $3,247+83.6% | $4,395+35.6% | $4,028+48.0% |
| Admin fee / account holder | $1,028 | $4,398-76.6% | $5,325-80.7% | $5,403-81.0% |