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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 | $41,406 | $57,352-27.8% | $83,831-50.6% | $64,173-35.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.33% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $9,592 | $2,546+276.8% | $3,631+164.1% | $2,381+302.9% |
| Participant deferral / active EE | $1,735 | $2,993-42.0% | $4,082-57.5% | $3,470-50.0% |
| Admin fee / account holder | $3,216 | $4,046-20.5% | $5,479-41.3% | $4,887-34.2% |