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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 | $15,820 | $49,177-67.8% | $79,466-80.1% | $64,173-75.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.01% | -1.16%-5.9pp | 718.28%-725.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,054 | $2,076-1.1% | $2,800-26.6% | $2,381-13.7% |
| Participant deferral / active EE | $1,931 | $2,821-31.5% | $3,704-47.9% | $3,470-44.3% |
| Admin fee / account holder | $549 | $3,839-85.7% | $5,104-89.2% | $4,887-88.8% |