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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 | $15,146 | $25,979-41.7% | $71,778-78.9% | $68,490-77.9% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -16.02% | -15.10%-0.9pp | 9.15%-25.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,953 | $900+116.9% | $1,704+14.6% | $2,597-24.8% |
| Participant deferral / active EE | $1,609 | $1,522+5.7% | $2,656-39.4% | $4,028-60.1% |
| Admin fee / account holder | $1,223 | $2,022-39.5% | $3,974-69.2% | $5,403-77.4% |