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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 | $25,609 | $49,177-47.9% | $79,466-67.8% | $64,173-60.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -4.00% | -1.16%-2.8pp | 718.28%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,417 | $2,076-31.7% | $2,800-49.4% | $2,381-40.5% |
| Participant deferral / active EE | $2,090 | $2,821-25.9% | $3,704-43.6% | $3,470-39.8% |
| Admin fee / account holder | $17,910 | $3,839+366.6% | $5,104+250.9% | $4,887+266.5% |