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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 | $38,394 | $83,908-54.2% | $68,509-44.0% | $125,389-69.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.69% | 14.48%-17.2pp | 8.27%-11.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,667 | $3,031-45.0% | $2,278-26.8% | $4,866-65.7% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,888 | $8,982-45.6% | $5,275-7.3% | $9,541-48.8% |