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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 | $30,252 | $54,370-44.4% | $82,763-63.4% | $68,490-55.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.47% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,570 | $2,219+105.9% | $3,008+51.9% | $2,597+76.0% |
| Participant deferral / active EE | $4,881 | $3,247+50.3% | $4,395+11.0% | $4,028+21.2% |
| Admin fee / account holder | $1,646 | $4,398-62.6% | $5,325-69.1% | $5,403-69.5% |