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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 | $41,125 | $99,647-58.7% | $86,439-52.4% | $134,509-69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.84% | 6784.13%-6797.0pp | 4395.55%-4408.4pp | 418.13%-431.0pp |
| Employer contribution / active EE | $856 | $4,401-80.6% | $3,769-77.3% | $4,741-81.9% |
| Participant deferral / active EE | $3,442 | $7,246-52.5% | $6,952-50.5% | $6,400-46.2% |
| Admin fee / account holder | $1,369 | $8,373-83.6% | $6,732-79.7% | $11,427-88.0% |