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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 | $22,179 | $56,197-60.5% | $67,652-67.2% | $59,633-62.8% |
| Participation rate | 79.4% | 71.5%+7.9pp | 75.7%+3.7pp | 68.7%+10.7pp |
| Annual return | -0.70% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,582 | $2,844-44.4% | $3,560-55.6% | $3,192-50.4% |
| Admin fee / account holder | $1,571 | $3,958-60.3% | $4,821-67.4% | $4,297-63.4% |