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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 | $31,705 | $73,863-57.1% | $143,797-78.0% | $68,490-53.7% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -10.11% | 0.91%-11.0pp | -0.04%-10.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,044 | $3,385-39.6% | $5,638-63.8% | $4,028-49.3% |
| Admin fee / account holder | $2,042 | $5,756-64.5% | $14,679-86.1% | $5,403-62.2% |