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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 | $23,340 | $69,012-66.2% | $160,009-85.4% | $68,486-65.9% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -17.94% | -9.65%-8.3pp | 408.85%-426.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,315 | $4,212+216.2% | $6,183+115.4% | $4,028+230.6% |
| Admin fee / account holder | $2,345 | $4,798-51.1% | $8,715-73.1% | $5,404-56.6% |