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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 | $14,835 | $53,546-72.3% | $69,884-78.8% | $68,486-78.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.13% | -13.87%-3.3pp | 190.81%-207.9pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,261 | $2,019-37.5% | $2,560-50.7% | $2,597-51.4% |
| Participant deferral / active EE | $3,553 | $2,957+20.2% | $3,848-7.7% | $4,028-11.8% |
| Admin fee / account holder | $3,100 | $4,693-33.9% | $6,266-50.5% | $5,404-42.6% |