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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 | $21,728 | $56,197-61.3% | $67,652-67.9% | $59,633-63.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.04% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,902 | $1,615+17.8% | $2,266-16.1% | $2,203-13.7% |
| Participant deferral / active EE | $2,580 | $2,844-9.3% | $3,560-27.5% | $3,192-19.2% |
| Admin fee / account holder | $3,462 | $3,958-12.5% | $4,821-28.2% | $4,297-19.4% |