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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 | $33,745 | $54,355-37.9% | $82,744-59.2% | $68,486-50.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.89% | -13.67%-3.2pp | 702.22%-719.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,174 | $2,219+43.1% | $3,008+5.5% | $2,597+22.2% |
| Participant deferral / active EE | $5,698 | $3,246+75.5% | $4,395+29.7% | $4,028+41.5% |
| Admin fee / account holder | $1,236 | $4,397-71.9% | $5,325-76.8% | $5,404-77.1% |