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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 | $40,012 | $73,848-45.8% | $143,799-72.2% | $68,486-41.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.82% | 0.91%-10.7pp | -0.04%-9.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $3,145 | $3,184-1.2% | $4,952-36.5% | $2,597+21.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,671 | $5,755+224.4% | $14,677+27.2% | $5,404+245.5% |