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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 | $48,870 | $49,177-0.6% | $79,467-38.5% | $64,173-23.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.83% | -1.16%-4.7pp | 718.30%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,793 | $2,076+34.5% | $2,800-0.3% | $2,381+17.3% |
| Participant deferral / active EE | $2,153 | $2,821-23.7% | $3,704-41.9% | $3,470-37.9% |
| Admin fee / account holder | $8,456 | $3,839+120.3% | $5,104+65.7% | $4,887+73.0% |