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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 | $37,639 | $49,177-23.5% | $79,467-52.6% | $64,173-41.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.71% | -1.16%-0.5pp | 718.30%-720.0pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,311 | $2,076+107.6% | $2,800+53.9% | $2,381+81.1% |
| Participant deferral / active EE | $2,355 | $2,821-16.5% | $3,704-36.4% | $3,470-32.1% |
| Admin fee / account holder | $2,078 | $3,839-45.9% | $5,104-59.3% | $4,887-57.5% |