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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 | $40,176 | $75,935-47.1% | $60,547-33.6% | $125,389-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.37% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,891 | $3,438-45.0% | $2,419-21.9% | $4,866-61.1% |
| Participant deferral / active EE | $4,475 | $4,506-0.7% | $3,328+34.5% | $5,352-16.4% |
| Admin fee / account holder | $571 | $6,768-91.6% | $4,536-87.4% | $9,541-94.0% |