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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 | $21,086 | $27,632-23.7% | $61,452-65.7% | $68,486-69.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -10.37% | -13.24%+2.9pp | 338.96%-349.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $526 | $696-24.4% | $1,160-54.6% | $2,597-79.7% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,106 | $2,010+4.8% | $2,131-1.2% | $5,404-61.0% |