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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 | $32,097 | $49,177-34.7% | $79,467-59.6% | $64,173-50.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.52% | -1.16%-3.4pp | 718.30%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $804 | $2,076-61.3% | $2,800-71.3% | $2,381-66.2% |
| Participant deferral / active EE | $2,146 | $2,821-23.9% | $3,704-42.0% | $3,470-38.1% |
| Admin fee / account holder | $4,763 | $3,839+24.1% | $5,104-6.7% | $4,887-2.5% |