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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 | $41,996 | $57,352-26.8% | $83,831-49.9% | $64,173-34.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.31% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,998 | $2,546-21.5% | $3,631-45.0% | $2,381-16.1% |
| Participant deferral / active EE | $3,762 | $2,993+25.7% | $4,082-7.8% | $3,470+8.4% |
| Admin fee / account holder | $3,392 | $4,046-16.2% | $5,479-38.1% | $4,887-30.6% |