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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 | $60,526 | $42,910+41.1% | $60,919-0.6% | $68,490-11.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.56% | -13.99%+5.4pp | 16.96%-25.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,382 | $2,866-16.9% | $3,814-37.6% | $4,028-40.9% |
| Admin fee / account holder | $5,802 | $3,104+86.9% | $3,228+79.8% | $5,403+7.4% |