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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 | $30,710 | $49,177-37.6% | $79,467-61.4% | $64,173-52.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.96% | -1.16%-5.8pp | 718.30%-725.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,953 | $2,076-6.0% | $2,800-30.3% | $2,381-18.0% |
| Participant deferral / active EE | $3,471 | $2,821+23.0% | $3,704-6.3% | $3,470+0.1% |
| Admin fee / account holder | $792 | $3,839-79.4% | $5,104-84.5% | $4,887-83.8% |