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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 | $54,239-43.3% | $70,098-56.1% | $68,495-55.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.87%-1.9pp | 190.76%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,780 | $2,019+334.9% | $2,560+242.9% | $2,596+238.2% |
| Participant deferral / active EE | $6,829 | $2,957+131.0% | $3,849+77.4% | $4,028+69.6% |
| Admin fee / account holder | $4,203 | $4,691-10.4% | $6,266-32.9% | $5,403-22.2% |