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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 | $16,841 | $49,177-65.8% | $79,467-78.8% | $64,173-73.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.99% | -1.16%-6.8pp | 718.30%-726.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,847 | $2,076+37.1% | $2,800+1.7% | $2,381+19.6% |
| Participant deferral / active EE | $2,769 | $2,821-1.8% | $3,704-25.2% | $3,470-20.2% |
| Admin fee / account holder | $1,175 | $3,839-69.4% | $5,104-77.0% | $4,887-76.0% |