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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 | $21,632 | $40,275-46.3% | $57,356-62.3% | $59,633-63.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.84% | 27.52%-29.4pp | 24.41%-26.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $445 | $1,921-76.8% | $2,689-83.4% | $2,203-79.8% |
| Participant deferral / active EE | $1,274 | $2,400-46.9% | $3,162-59.7% | $3,192-60.1% |
| Admin fee / account holder | $1,859 | $2,820-34.1% | $3,357-44.6% | $4,297-56.7% |