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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 | $39,425 | $49,177-19.8% | $79,466-50.4% | $64,173-38.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.47% | -1.16%-5.3pp | 718.28%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $427 | $2,076-79.4% | $2,800-84.8% | $2,381-82.1% |
| Participant deferral / active EE | $4,668 | $2,821+65.4% | $3,704+26.0% | $3,470+34.5% |
| Admin fee / account holder | $1,982 | $3,839-48.4% | $5,104-61.2% | $4,887-59.4% |