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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 | $40,315 | $54,355-25.8% | $82,744-51.3% | $68,486-41.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.38% | -13.67%-2.7pp | 702.22%-718.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,544 | $2,219+59.7% | $3,008+17.8% | $2,597+36.5% |
| Participant deferral / active EE | $1,974 | $3,246-39.2% | $4,395-55.1% | $4,028-51.0% |
| Admin fee / account holder | $1,346 | $4,397-69.4% | $5,325-74.7% | $5,404-75.1% |