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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 | $59,681 | $45,872+30.1% | $77,096-22.6% | $68,486-12.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.22% | 1.73%-13.9pp | 42.35%-54.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,063 | $1,650-35.6% | $2,814-62.2% | $2,597-59.1% |
| Participant deferral / active EE | $2,133 | $2,963-28.0% | $4,429-51.9% | $4,028-47.1% |
| Admin fee / account holder | $1,593 | $3,041-47.6% | $5,428-70.7% | $5,404-70.5% |