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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 | $22,250 | $49,177-54.8% | $79,467-72.0% | $64,173-65.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -3.01% | -1.16%-1.9pp | 718.30%-721.3pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,815 | $2,076-12.6% | $2,800-35.2% | $2,381-23.8% |
| Participant deferral / active EE | $1,798 | $2,821-36.3% | $3,704-51.5% | $3,470-48.2% |
| Admin fee / account holder | $1,178 | $3,839-69.3% | $5,104-76.9% | $4,887-75.9% |