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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 | $39,475 | $72,404-45.5% | $110,243-64.2% | $64,173-38.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.69% | -6.29%-0.4pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,489 | $2,282-34.7% | $3,827-61.1% | $2,381-37.5% |
| Participant deferral / active EE | $3,245 | $3,469-6.5% | $4,672-30.6% | $3,470-6.5% |
| Admin fee / account holder | $10,044 | $5,664+77.3% | $8,548+17.5% | $4,887+105.5% |