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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 | $24,744 | $42,917-42.3% | $60,899-59.4% | $68,495-63.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.60% | -13.99%-1.6pp | 16.92%-32.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,491 | $2,867-48.0% | $3,817-60.9% | $4,028-63.0% |
| Admin fee / account holder | $438 | $3,102-85.9% | $3,225-86.4% | $5,403-91.9% |