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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 | $40,727 | $56,197-27.5% | $67,652-39.8% | $59,633-31.7% |
| Participation rate | 82.9% | 71.5%+11.4pp | 75.7%+7.2pp | 68.7%+14.2pp |
| Annual return | -0.83% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,752 | $2,844-38.4% | $3,560-50.8% | $3,192-45.1% |
| Admin fee / account holder | $3,372 | $3,958-14.8% | $4,821-30.0% | $4,297-21.5% |