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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 | $21,506 | $25,979-17.2% | $71,755-70.0% | $68,486-68.6% |
| Participation rate | 97.0% | 54.5%+42.5pp | 62.3%+34.6pp | 67.9%+29.1pp |
| Annual return | -16.85% | -15.10%-1.8pp | 9.09%-25.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,959 | $900+450.7% | $1,704+191.1% | $2,597+91.0% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $916 | $2,022-54.7% | $3,972-76.9% | $5,404-83.0% |