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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 | $44,926 | $82,678-45.7% | $125,391-64.2% | $68,490-34.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,897 | $3,382+15.2% | $4,816-19.1% | $2,597+50.1% |
| Participant deferral / active EE | $3,794 | $6,111-37.9% | $7,448-49.1% | $4,028-5.8% |
| Admin fee / account holder | $2,695 | $6,277-57.1% | $10,009-73.1% | $5,403-50.1% |