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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 | $26,858 | $56,199-52.2% | $67,652-60.3% | $59,632-55.0% |
| Participation rate | 78.7% | 71.5%+7.3pp | 75.7%+3.1pp | 68.7%+10.1pp |
| Annual return | -1.66% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $2,025 | $1,614+25.4% | $2,266-10.6% | $2,203-8.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,980 | $3,958-50.0% | $4,821-58.9% | $4,297-53.9% |