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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 | $13,585 | $46,697-70.9% | $117,529-88.4% | $68,490-80.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.33% | -14.52%-2.8pp | 29.77%-47.1pp | -7.85%-9.5pp |
| Employer contribution / active EE | $716 | $1,506-52.4% | $4,179-82.9% | $2,597-72.4% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $439 | $4,023-89.1% | $5,645-92.2% | $5,403-91.9% |