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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 | $39,199 | $67,411-41.9% | $91,004-56.9% | $70,126-44.1% |
| Participation rate | 98.6% | 71.4%+27.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $9,866 | $1,786+452.4% | $2,456+301.8% | $2,343+321.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,219 | $4,236-71.2% | $5,417-77.5% | $4,645-73.8% |