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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 | $40,461 | $82,678-51.1% | $125,391-67.7% | $68,490-40.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.96% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,580 | $3,382-23.7% | $4,816-46.4% | $2,597-0.7% |
| Participant deferral / active EE | $4,264 | $6,111-30.2% | $7,448-42.7% | $4,028+5.9% |
| Admin fee / account holder | $16,275 | $6,277+159.3% | $10,009+62.6% | $5,403+201.2% |