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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 | $17,421 | $49,177-64.6% | $79,467-78.1% | $64,173-72.9% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | -2.50% | -1.16%-1.3pp | 718.30%-720.8pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,462 | $2,076-29.6% | $2,800-47.8% | $2,381-38.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $782 | $3,839-79.6% | $5,104-84.7% | $4,887-84.0% |