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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 | $17,504 | $49,177-64.4% | $79,476-78.0% | $64,181-72.7% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | -0.95% | -1.16%+0.2pp | 718.21%-719.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,345 | $2,076-35.2% | $2,800-52.0% | $2,381-43.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,034 | $3,839-21.0% | $5,113-40.7% | $4,887-37.9% |