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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 | $40,860 | $56,200-27.3% | $67,653-39.6% | $59,633-31.5% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | -2.01% | 18506.71%-18508.7pp | 6625.22%-6627.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,961 | $2,843-31.0% | $3,560-44.9% | $3,192-38.6% |
| Admin fee / account holder | $741 | $3,959-81.3% | $4,821-84.6% | $4,297-82.8% |