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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 | $44,755 | $57,352-22.0% | $83,831-46.6% | $64,173-30.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.81% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,638 | $2,546-35.6% | $3,631-54.9% | $2,381-31.2% |
| Participant deferral / active EE | $3,417 | $2,993+14.2% | $4,082-16.3% | $3,470-1.5% |
| Admin fee / account holder | $4,037 | $4,046-0.2% | $5,479-26.3% | $4,887-17.4% |