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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 | $39,975 | $72,404-44.8% | $110,243-63.7% | $64,173-37.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.63% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,068 | $2,282-9.4% | $3,827-46.0% | $2,381-13.1% |
| Participant deferral / active EE | $2,883 | $3,469-16.9% | $4,672-38.3% | $3,470-16.9% |
| Admin fee / account holder | $440 | $5,664-92.2% | $8,548-94.9% | $4,887-91.0% |