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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 | $40,245 | $82,674-51.3% | $125,363-67.9% | $68,495-41.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,688 | $3,382+38.6% | $4,815-2.6% | $2,596+80.5% |
| Participant deferral / active EE | $2,943 | $6,111-51.8% | $7,447-60.5% | $4,028-26.9% |
| Admin fee / account holder | $902 | $6,276-85.6% | $10,005-91.0% | $5,403-83.3% |