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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 | $12,253 | $42,917-71.5% | $60,899-79.9% | $68,495-82.1% |
| Participation rate | 98.0% | 66.8%+31.3pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -8.11% | -13.99%+5.9pp | 16.92%-25.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $828 | $1,979-58.2% | $2,702-69.4% | $2,596-68.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $933 | $3,102-69.9% | $3,225-71.1% | $5,403-82.7% |