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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 | $18,092 | $45,872-60.6% | $77,081-76.5% | $68,495-73.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.72% | 1.73%-21.4pp | 42.33%-62.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $6,495 | $1,650+293.7% | $2,813+130.8% | $2,596+150.1% |
| Participant deferral / active EE | $5,137 | $2,963+73.4% | $4,428+16.0% | $4,028+27.5% |
| Admin fee / account holder | $1,981 | $3,041-34.9% | $5,427-63.5% | $5,403-63.3% |