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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 | $30,156 | $73,009-58.7% | $90,760-66.8% | $68,486-56.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,300 | $2,193+4.9% | $2,922-21.3% | $2,597-11.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,461 | $5,896-75.2% | $8,444-82.7% | $5,404-73.0% |