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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 | $26,144 | $49,177-46.8% | $79,467-67.1% | $64,173-59.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.00% | -1.16%-5.8pp | 718.30%-725.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,363 | $2,076+110.1% | $2,800+55.8% | $2,381+83.3% |
| Participant deferral / active EE | $3,691 | $2,821+30.8% | $3,704-0.4% | $3,470+6.4% |
| Admin fee / account holder | $1,377 | $3,839-64.1% | $5,104-73.0% | $4,887-71.8% |