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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 | $35,349 | $49,177-28.1% | $79,467-55.5% | $64,173-44.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -6.58% | -1.16%-5.4pp | 718.30%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,632 | $2,821-6.7% | $3,704-28.9% | $3,470-24.1% |
| Admin fee / account holder | $665 | $3,839-82.7% | $5,104-87.0% | $4,887-86.4% |