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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 | $19,410 | $59,813-67.5% | $79,580-75.6% | $68,486-71.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.47% | -12.30%-4.2pp | 0.15%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $405 | $1,505-73.1% | $2,413-83.2% | $2,597-84.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $859 | $4,835-82.2% | $6,835-87.4% | $5,404-84.1% |