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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 | $21,297 | $49,177-56.7% | $79,467-73.2% | $64,173-66.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.56% | -1.16%-5.4pp | 718.30%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $977 | $2,076-52.9% | $2,800-65.1% | $2,381-59.0% |
| Participant deferral / active EE | $2,430 | $2,821-13.9% | $3,704-34.4% | $3,470-30.0% |
| Admin fee / account holder | $1,599 | $3,839-58.4% | $5,104-68.7% | $4,887-67.3% |