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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 | $24,641 | $73,848-66.6% | $143,799-82.9% | $68,486-64.0% |
| Participation rate | 95.8% | 66.7%+29.1pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -11.82% | 0.91%-12.7pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,954 | $3,184-38.6% | $4,952-60.5% | $2,597-24.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,266 | $5,755-60.6% | $14,677-84.6% | $5,404-58.1% |