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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 | $19,969 | $53,546-62.7% | $69,890-71.4% | $68,490-70.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.86% | -13.87%-4.0pp | 190.84%-208.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,522 | $2,019-24.6% | $2,560-40.5% | $2,597-41.4% |
| Participant deferral / active EE | $1,055 | $2,957-64.3% | $3,848-72.6% | $4,028-73.8% |
| Admin fee / account holder | $1,227 | $4,693-73.9% | $6,267-80.4% | $5,403-77.3% |