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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 | $40,954 | $87,016-52.9% | $63,244-35.2% | $125,389-67.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.50% | 21.71%-22.2pp | -70.31%+69.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,680 | $3,601-53.3% | $2,322-27.6% | $4,866-65.5% |
| Participant deferral / active EE | $2,320 | $3,939-41.1% | $2,953-21.4% | $5,352-56.6% |
| Admin fee / account holder | $5,017 | $11,954-58.0% | $5,893-14.9% | $9,541-47.4% |