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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 | $26,752 | $49,177-45.6% | $79,467-66.3% | $64,173-58.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.14% | -1.16%-4.0pp | 718.30%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,800 | $2,076+34.8% | $2,8000% | $2,381+17.6% |
| Participant deferral / active EE | $1,581 | $2,821-44.0% | $3,704-57.3% | $3,470-54.4% |
| Admin fee / account holder | $1,661 | $3,839-56.7% | $5,104-67.4% | $4,887-66.0% |