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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 | $66,614 | $73,863-9.8% | $143,797-53.7% | $68,490-2.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.52% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,752 | $3,185+17.8% | $4,952-24.2% | $2,597+44.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,243 | $5,756-43.7% | $14,679-77.9% | $5,403-40.0% |