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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 | $23,065 | $82,678-72.1% | $125,391-81.6% | $68,490-66.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,858 | $3,382-45.1% | $4,816-61.4% | $2,597-28.4% |
| Participant deferral / active EE | $3,423 | $6,111-44.0% | $7,448-54.0% | $4,028-15.0% |
| Admin fee / account holder | $1,575 | $6,277-74.9% | $10,009-84.3% | $5,403-70.9% |