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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 | $37,364 | $69,708-46.4% | $67,560-44.7% | $74,478-49.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.44% | -40.67%+53.1pp | 3533.50%-3521.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,178 | $2,715-19.8% | $2,737-20.4% | $2,626-17.1% |
| Participant deferral / active EE | $3,065 | $3,637-15.7% | $4,004-23.5% | $4,350-29.6% |
| Admin fee / account holder | $2,398 | $887+170.4% | $3,994-40.0% | $1,946+23.3% |