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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 | $29,029 | $49,177-41.0% | $79,467-63.5% | $64,173-54.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.59% | -1.16%-3.4pp | 718.30%-722.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $571 | $2,076-72.5% | $2,800-79.6% | $2,381-76.0% |
| Participant deferral / active EE | $2,731 | $2,821-3.2% | $3,704-26.3% | $3,470-21.3% |
| Admin fee / account holder | $669 | $3,839-82.6% | $5,104-86.9% | $4,887-86.3% |