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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 | $23,513 | $49,177-52.2% | $79,467-70.4% | $64,173-63.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -0.61% | -1.16%+0.5pp | 718.30%-718.9pp | 7.63%-8.2pp |
| Employer contribution / active EE | $438 | $2,076-78.9% | $2,800-84.4% | $2,381-81.6% |
| Participant deferral / active EE | $1,702 | $2,821-39.7% | $3,704-54.0% | $3,470-50.9% |
| Admin fee / account holder | $926 | $3,839-75.9% | $5,104-81.9% | $4,887-81.1% |