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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 | $10,461 | $42,383-75.3% | $76,518-86.3% | $64,173-83.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.86% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,201 | $1,563+104.7% | $2,647+20.9% | $2,381+34.4% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,586 | $3,198-50.4% | $4,849-67.3% | $4,887-67.5% |