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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 | $14,639 | $73,863-80.2% | $143,797-89.8% | $68,490-78.6% |
| Participation rate | 96.5% | 66.7%+29.8pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -15.29% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,011 | $3,385-40.6% | $5,638-64.3% | $4,028-50.1% |
| Admin fee / account holder | $1,141 | $5,756-80.2% | $14,679-92.2% | $5,403-78.9% |