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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 | $41,589 | $54,353-23.5% | $82,726-49.7% | $68,498-39.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.55% | -13.67%-2.9pp | 701.33%-717.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,158 | $2,218-2.7% | $3,009-28.3% | $2,596-16.9% |
| Participant deferral / active EE | $4,868 | $3,246+50.0% | $4,394+10.8% | $4,027+20.9% |
| Admin fee / account holder | $461 | $4,396-89.5% | $5,328-91.3% | $5,403-91.5% |