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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 | $22,767 | $48,267-52.8% | $68,794-66.9% | $68,495-66.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -12.56% | -12.70%+0.1pp | -6.37%-6.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $999 | $1,829-45.4% | $2,656-62.4% | $2,596-61.5% |
| Participant deferral / active EE | $3,475 | $2,867+21.2% | $3,941-11.8% | $4,028-13.7% |
| Admin fee / account holder | $6,823 | $4,362+56.4% | $4,934+38.3% | $5,403+26.3% |