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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 | $16,950 | $54,355-68.8% | $82,744-79.5% | $68,486-75.2% |
| Participation rate | 84.1% | 63.9%+20.1pp | 72.6%+11.5pp | 67.9%+16.2pp |
| Annual return | -12.81% | -13.67%+0.9pp | 702.22%-715.0pp | -7.85%-5.0pp |
| Employer contribution / active EE | $978 | $2,219-55.9% | $3,008-67.5% | $2,597-62.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $543 | $4,397-87.6% | $5,325-89.8% | $5,404-89.9% |