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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 | $24,229 | $50,947-52.4% | $74,551-67.5% | $64,173-62.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.31% | -1.85%-5.5pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,419 | $1,115+385.8% | $1,961+176.3% | $2,381+127.6% |
| Participant deferral / active EE | $3,300 | $2,302+43.4% | $3,108+6.2% | $3,470-4.9% |
| Admin fee / account holder | $2,743 | $4,221-35.0% | $5,059-45.8% | $4,887-43.9% |