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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 | $13,752 | $49,177-72.0% | $79,466-82.7% | $64,173-78.6% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.6%+11.9pp |
| Annual return | -3.34% | -1.16%-2.2pp | 718.28%-721.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,057 | $2,076-0.9% | $2,800-26.6% | $2,381-13.6% |
| Participant deferral / active EE | $4,832 | $2,821+71.3% | $3,704+30.5% | $3,470+39.3% |
| Admin fee / account holder | $14,419 | $3,839+275.6% | $5,104+182.5% | $4,887+195.0% |