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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 | $33,883 | $72,177-53.1% | $115,038-70.5% | $59,633-43.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.09% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $4,757 | $2,841+67.4% | $4,608+3.2% | $2,203+116.0% |
| Participant deferral / active EE | $4,043 | $4,783-15.5% | $6,026-32.9% | $3,192+26.7% |
| Admin fee / account holder | $453 | $4,927-90.8% | $8,175-94.5% | $4,297-89.5% |