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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 | $21,438 | $56,197-61.9% | $67,652-68.3% | $59,633-64.1% |
| Participation rate | 71.8% | 71.5%+0.4pp | 75.7%-3.8pp | 68.7%+3.2pp |
| Annual return | -0.71% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,058 | $1,615-34.5% | $2,266-53.3% | $2,203-52.0% |
| Participant deferral / active EE | $1,941 | $2,844-31.8% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $846 | $3,958-78.6% | $4,821-82.5% | $4,297-80.3% |