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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 | $36,681 | $56,200-34.7% | $67,653-45.8% | $59,633-38.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.49% | 18506.71%-18507.2pp | 6625.22%-6625.7pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $756 | $1,615-53.2% | $2,266-66.6% | $2,203-65.7% |
| Participant deferral / active EE | $2,117 | $2,843-25.6% | $3,560-40.5% | $3,192-33.7% |
| Admin fee / account holder | $819 | $3,959-79.3% | $4,821-83.0% | $4,297-80.9% |