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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 | $40,884 | $72,404-43.5% | $110,243-62.9% | $64,173-36.3% |
| Participation rate | 98.2% | 73.3%+24.8pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | -6.26% | -6.29%0pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,538 | $2,282-32.6% | $3,827-59.8% | $2,381-35.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,567 | $5,664-72.3% | $8,548-81.7% | $4,887-67.9% |