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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 | $21,060 | $59,813-64.8% | $79,580-73.5% | $68,486-69.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.67% | -12.30%-2.4pp | 0.15%-14.8pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,395 | $1,505-7.3% | $2,413-42.2% | $2,597-46.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,567 | $4,835+15.1% | $6,835-18.6% | $5,404+3.0% |