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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 | $12,385 | $53,546-76.9% | $69,890-82.3% | $68,490-81.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.74% | -13.87%+2.1pp | 190.84%-202.6pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,943 | $2,019+45.8% | $2,560+14.9% | $2,597+13.3% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $582 | $4,693-87.6% | $6,267-90.7% | $5,403-89.2% |