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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 | $17,537 | $57,352-69.4% | $83,831-79.1% | $64,173-72.7% |
| Participation rate | 86.3% | 68.6%+17.7pp | 76.1%+10.1pp | 69.6%+16.7pp |
| Annual return | -1.23% | 11.38%-12.6pp | 850.99%-852.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,075 | $2,993+203.2% | $4,082+122.3% | $3,470+161.5% |
| Admin fee / account holder | $1,889 | $4,046-53.3% | $5,479-65.5% | $4,887-61.4% |