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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 | $38,728 | $53,546-27.7% | $69,884-44.6% | $68,486-43.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -2.52% | -13.87%+11.3pp | 190.81%-193.3pp | -7.85%+5.3pp |
| Employer contribution / active EE | $2,181 | $2,019+8.0% | $2,560-14.8% | $2,597-16.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,296 | $4,693-72.4% | $6,266-79.3% | $5,404-76.0% |