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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 | $26,176 | $72,404-63.8% | $110,243-76.3% | $64,173-59.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.44% | -6.29%-1.2pp | 314.76%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $564 | $2,282-75.3% | $3,827-85.3% | $2,381-76.3% |
| Participant deferral / active EE | $1,640 | $3,469-52.7% | $4,672-64.9% | $3,470-52.7% |
| Admin fee / account holder | $1,329 | $5,664-76.5% | $8,548-84.5% | $4,887-72.8% |