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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 | $30,745 | $53,546-42.6% | $69,884-56.0% | $68,486-55.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.87%-1.9pp | 190.81%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,780 | $2,019+334.9% | $2,560+243.0% | $2,597+238.1% |
| Participant deferral / active EE | $6,829 | $2,957+131.0% | $3,848+77.5% | $4,028+69.5% |
| Admin fee / account holder | $4,203 | $4,693-10.4% | $6,266-32.9% | $5,404-22.2% |