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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 | $31,891 | $54,357-41.3% | $82,706-61.4% | $68,495-53.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.49% | -13.67%-3.8pp | 701.76%-719.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,774 | $2,218-20.0% | $3,007-41.0% | $2,596-31.7% |
| Participant deferral / active EE | $4,679 | $3,246+44.1% | $4,394+6.5% | $4,028+16.2% |
| Admin fee / account holder | $4,753 | $4,396+8.1% | $5,329-10.8% | $5,403-12.0% |