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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 | $63,095 | $71,878-12.2% | $86,698-27.2% | $68,486-7.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.26% | 3.53%-12.8pp | 35.95%-45.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $1,639 | $2,173-24.6% | $2,837-42.2% | $2,597-36.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,154 | $6,113+180.6% | $7,493+128.9% | $5,404+217.4% |