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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 | $27,057 | $42,909-36.9% | $60,906-55.6% | $68,486-60.5% |
| Participation rate | 98.4% | 66.8%+31.6pp | 73.1%+25.3pp | 67.9%+30.5pp |
| Annual return | -12.58% | -13.99%+1.4pp | 16.94%-29.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $420 | $1,979-78.8% | $2,703-84.5% | $2,597-83.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $906 | $3,104-70.8% | $3,227-71.9% | $5,404-83.2% |