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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 | $40,312 | $82,674-51.2% | $125,381-67.8% | $68,486-41.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.43% | -5.97%-8.5pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,593 | $3,382-23.3% | $4,815-46.2% | $2,597-0.1% |
| Participant deferral / active EE | $3,556 | $6,111-41.8% | $7,448-52.3% | $4,028-11.7% |
| Admin fee / account holder | $1,932 | $6,277-69.2% | $10,007-80.7% | $5,404-64.3% |