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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 | $32,247 | $42,910-24.9% | $60,919-47.1% | $68,490-52.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.83% | -13.99%+2.2pp | 16.96%-28.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $3,299 | $1,978+66.7% | $2,704+22.0% | $2,597+27.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $850 | $3,104-72.6% | $3,228-73.7% | $5,403-84.3% |