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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 | $19,019 | $50,947-62.7% | $74,549-74.5% | $64,173-70.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.23% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,408 | $1,115+205.6% | $1,961+73.8% | $2,381+43.2% |
| Participant deferral / active EE | $1,804 | $2,302-21.6% | $3,108-41.9% | $3,470-48.0% |
| Admin fee / account holder | $757 | $4,221-82.1% | $5,059-85.0% | $4,887-84.5% |