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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 | $54,370-23.5% | $82,763-49.7% | $68,490-39.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.55% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,158 | $2,219-2.8% | $3,008-28.3% | $2,597-16.9% |
| Participant deferral / active EE | $4,868 | $3,247+49.9% | $4,395+10.8% | $4,028+20.9% |
| Admin fee / account holder | $461 | $4,398-89.5% | $5,325-91.3% | $5,403-91.5% |