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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 | $24,444 | $57,352-57.4% | $83,831-70.8% | $64,173-61.9% |
| Participation rate | 74.6% | 68.6%+6.0pp | 76.1%-1.5pp | 69.6%+5.1pp |
| Annual return | -3.69% | 11.38%-15.1pp | 850.99%-854.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,594 | $2,993-13.3% | $4,082-36.4% | $3,470-25.2% |
| Admin fee / account holder | $2,864 | $4,046-29.2% | $5,479-47.7% | $4,887-41.4% |