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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 | $21,009 | $69,012-69.6% | $160,009-86.9% | $68,486-69.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.27% | -9.65%-7.6pp | 408.85%-426.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,524 | $2,212+104.5% | $4,225+7.1% | $2,597+74.2% |
| Participant deferral / active EE | $4,016 | $4,212-4.6% | $6,183-35.0% | $4,028-0.3% |
| Admin fee / account holder | $739 | $4,798-84.6% | $8,715-91.5% | $5,404-86.3% |