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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 | $15,518 | $73,839-79.0% | $143,788-89.2% | $68,495-77.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.62% | 1.01%-10.6pp | -0.03%-9.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $873 | $3,184-72.6% | $4,952-82.4% | $2,596-66.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,415 | $5,755-58.0% | $14,675-83.5% | $5,403-55.3% |