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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 | $18,560 | $42,910-56.7% | $60,919-69.5% | $68,490-72.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.07% | -13.99%-0.1pp | 16.96%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,117 | $1,978+7.0% | $2,704-21.7% | $2,597-18.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $983 | $3,104-68.3% | $3,228-69.5% | $5,403-81.8% |