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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 | $29,928 | $75,962-60.6% | $154,108-80.6% | $64,173-53.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,930 | $3,350-42.4% | $5,298-63.6% | $2,381-18.9% |
| Participant deferral / active EE | $1,989 | $3,175-37.4% | $5,081-60.9% | $3,470-42.7% |
| Admin fee / account holder | $4,598 | $5,589-17.7% | $13,411-65.7% | $4,887-5.9% |