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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 | $29,520 | $75,935-61.1% | $60,547-51.2% | $125,389-76.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.38% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,193 | $3,438-36.2% | $2,419-9.3% | $4,866-54.9% |
| Participant deferral / active EE | $3,117 | $4,506-30.8% | $3,328-6.3% | $5,352-41.8% |
| Admin fee / account holder | $1,848 | $6,768-72.7% | $4,536-59.3% | $9,541-80.6% |