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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 | $25,877 | $42,910-39.7% | $60,919-57.5% | $68,490-62.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.14% | -13.99%-0.1pp | 16.96%-31.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $531 | $1,978-73.2% | $2,704-80.4% | $2,597-79.6% |
| Participant deferral / active EE | $1,062 | $2,866-62.9% | $3,814-72.2% | $4,028-73.6% |
| Admin fee / account holder | $1,326 | $3,104-57.3% | $3,228-58.9% | $5,403-75.5% |