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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 | $33,896 | $59,107-42.7% | $86,439-60.8% | $68,495-50.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.15% | -0.23%-15.9pp | 4395.55%-4411.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,646 | $2,519+5.0% | $3,769-29.8% | $2,596+1.9% |
| Participant deferral / active EE | $5,370 | $5,901-9.0% | $6,952-22.7% | $4,028+33.3% |
| Admin fee / account holder | $1,657 | $5,637-70.6% | $6,732-75.4% | $5,403-69.3% |