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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 | $15,358 | $53,546-71.3% | $69,890-78.0% | $68,490-77.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -13.16% | -13.87%+0.7pp | 190.84%-204.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,172 | $2,019+7.6% | $2,560-15.2% | $2,597-16.4% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,181 | $4,693-74.8% | $6,267-81.2% | $5,403-78.1% |