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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 | $33,913 | $46,697-27.4% | $117,529-71.1% | $68,490-50.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.49% | -14.52%-2.0pp | 29.77%-46.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,559 | $1,506+136.4% | $4,179-14.8% | $2,597+37.1% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,062 | $4,023-73.6% | $5,645-81.2% | $5,403-80.3% |