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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 | $56,643 | $59,111-4.2% | $86,451-34.5% | $68,490-17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.91% | -0.22%-17.7pp | 4398.51%-4416.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,394 | $2,519+34.7% | $3,770-10.0% | $2,597+30.7% |
| Participant deferral / active EE | $7,335 | $5,900+24.3% | $6,953+5.5% | $4,028+82.1% |
| Admin fee / account holder | $869 | $5,640-84.6% | $6,734-87.1% | $5,403-83.9% |