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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 | $35,947 | $45,152-20.4% | $73,845-51.3% | $59,632-39.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.95% | 27.40%-28.3pp | 2267.91%-2268.9pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $1,313 | $1,902-31.0% | $2,788-52.9% | $2,203-40.4% |
| Participant deferral / active EE | $1,714 | $2,574-33.4% | $3,583-52.2% | $3,192-46.3% |
| Admin fee / account holder | $838 | $3,516-76.2% | $4,881-82.8% | $4,297-80.5% |