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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 | $53,647 | $54,355-1.3% | $82,744-35.2% | $68,486-21.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.11% | -13.67%-1.4pp | 702.22%-717.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,669 | $2,219+20.3% | $3,008-11.3% | $2,597+2.8% |
| Participant deferral / active EE | $2,348 | $3,246-27.7% | $4,395-46.6% | $4,028-41.7% |
| Admin fee / account holder | $1,153 | $4,397-73.8% | $5,325-78.3% | $5,404-78.7% |