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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 | $43,469 | $46,697-6.9% | $117,533-63.0% | $68,486-36.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -12.43% | -14.52%+2.1pp | 29.77%-42.2pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,622 | $1,506+74.1% | $4,179-37.3% | $2,597+1.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,821 | $4,023+69.6% | $5,647+20.8% | $5,404+26.2% |