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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 | $17,333 | $49,280-64.8% | $67,313-74.3% | $64,173-73.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.29% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,018 | $1,668-39.0% | $2,566-60.3% | $2,381-57.2% |
| Participant deferral / active EE | $3,542 | $2,484+42.6% | $3,568-0.7% | $3,470+2.1% |
| Admin fee / account holder | $430 | $3,863-88.9% | $4,507-90.5% | $4,887-91.2% |