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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 | $21,489 | $53,546-59.9% | $69,890-69.3% | $68,490-68.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -13.74% | -13.87%+0.1pp | 190.84%-204.6pp | -7.85%-5.9pp |
| Employer contribution / active EE | $974 | $2,019-51.8% | $2,560-62.0% | $2,597-62.5% |
| Participant deferral / active EE | $1,568 | $2,957-47.0% | $3,848-59.2% | $4,028-61.1% |
| Admin fee / account holder | $1,197 | $4,693-74.5% | $6,267-80.9% | $5,403-77.8% |