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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 | $25,467 | $45,872-44.5% | $77,081-67.0% | $68,495-62.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.20% | 1.73%-17.9pp | 42.33%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,398 | $1,650+227.2% | $2,813+91.9% | $2,596+107.9% |
| Participant deferral / active EE | $7,605 | $2,963+156.7% | $4,428+71.7% | $4,028+88.8% |
| Admin fee / account holder | $460 | $3,041-84.9% | $5,427-91.5% | $5,403-91.5% |