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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 | $21,257 | $54,239-60.8% | $70,098-69.7% | $68,495-69.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.97% | -13.87%-2.1pp | 190.76%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,208 | $2,019-40.2% | $2,560-52.8% | $2,596-53.5% |
| Participant deferral / active EE | $1,825 | $2,957-38.3% | $3,849-52.6% | $4,028-54.7% |
| Admin fee / account holder | $441 | $4,691-90.6% | $6,266-93.0% | $5,403-91.8% |