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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 | $19,544 | $45,872-57.4% | $77,096-74.6% | $68,486-71.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.54% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,648 | $1,650+60.6% | $2,814-5.9% | $2,597+2.0% |
| Participant deferral / active EE | $3,445 | $2,963+16.3% | $4,429-22.2% | $4,028-14.5% |
| Admin fee / account holder | $2,063 | $3,041-32.2% | $5,428-62.0% | $5,404-61.8% |