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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 | $35,452 | $72,404-51.0% | $110,243-67.8% | $64,173-44.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.70% | -6.29%+5.6pp | 314.76%-315.5pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,884 | $2,282-17.4% | $3,827-50.8% | $2,381-20.9% |
| Participant deferral / active EE | $4,666 | $3,469+34.5% | $4,672-0.1% | $3,470+34.5% |
| Admin fee / account holder | $13,916 | $5,664+145.7% | $8,548+62.8% | $4,887+184.7% |