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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 | $16,539 | $48,274-65.7% | $63,244-73.8% | $59,633-72.3% |
| Participation rate | 80.0% | 66.3%+13.7pp | 71.0%+9.0pp | 68.7%+11.3pp |
| Annual return | 1.17% | -240.79%+242.0pp | -70.31%+71.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,631 | $1,586+2.8% | $2,322-29.8% | $2,203-26.0% |
| Participant deferral / active EE | $1,477 | $2,343-37.0% | $2,953-50.0% | $3,192-53.7% |
| Admin fee / account holder | $1,802 | $3,600-49.9% | $5,893-69.4% | $4,297-58.1% |