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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 | $51,418 | $49,177+4.6% | $79,466-35.3% | $64,173-19.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.92% | -1.16%-6.8pp | 718.28%-726.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,611 | $2,076-22.4% | $2,800-42.5% | $2,381-32.4% |
| Participant deferral / active EE | $3,629 | $2,821+28.6% | $3,704-2.0% | $3,470+4.6% |
| Admin fee / account holder | $1,501 | $3,839-60.9% | $5,104-70.6% | $4,887-69.3% |