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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 | $30,767 | $49,177-37.4% | $79,466-61.3% | $64,173-52.1% |
| Participation rate | 82.0% | 65.0%+17.0pp | 73.3%+8.7pp | 69.6%+12.4pp |
| Annual return | -1.74% | -1.16%-0.6pp | 718.28%-720.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,748 | $2,076+128.7% | $2,800+69.6% | $2,381+99.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,737 | $3,839-54.8% | $5,104-66.0% | $4,887-64.5% |