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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 | $35,922 | $82,678-56.6% | $125,391-71.4% | $68,490-47.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,131 | $3,382-66.6% | $4,816-76.5% | $2,597-56.5% |
| Participant deferral / active EE | $5,061 | $6,111-17.2% | $7,448-32.0% | $4,028+25.7% |
| Admin fee / account holder | $1,880 | $6,277-70.1% | $10,009-81.2% | $5,403-65.2% |