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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 | $27,303 | $72,404-62.3% | $110,243-75.2% | $64,173-57.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.76%-319.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,034 | $2,282+33.0% | $3,827-20.7% | $2,381+27.5% |
| Participant deferral / active EE | $4,465 | $3,469+28.7% | $4,672-4.4% | $3,470+28.7% |
| Admin fee / account holder | $9,073 | $5,664+60.2% | $8,548+6.1% | $4,887+85.6% |