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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 | $63,500 | $110,083-42.3% | $151,645-58.1% | $68,490-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.79% | -10.12%-7.7pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,204 | $4,470-50.7% | $6,165-64.3% | $2,597-15.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,587 | $7,718-79.4% | $11,614-86.3% | $5,403-70.6% |