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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 | $28,179 | $57,352-50.9% | $83,830-66.4% | $64,173-56.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.97%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,442 | $2,546-43.3% | $3,631-60.3% | $2,381-39.4% |
| Participant deferral / active EE | $1,646 | $2,993-45.0% | $4,082-59.7% | $3,470-52.6% |
| Admin fee / account holder | $2,897 | $4,046-28.4% | $5,479-47.1% | $4,887-40.7% |