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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 | $39,514 | $83,427-52.6% | $115,756-65.9% | $68,490-42.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -14.53% | -10.95%-3.6pp | 143.14%-157.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,538 | $3,075-50.0% | $3,793-59.4% | $2,597-40.8% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $584 | $5,708-89.8% | $8,124-92.8% | $5,403-89.2% |