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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 | $32,795 | $71,878-54.4% | $86,698-62.2% | $68,486-52.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.40% | 3.53%-15.9pp | 35.95%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,222 | $2,173+2.3% | $2,837-21.7% | $2,597-14.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,296 | $6,113-78.8% | $7,493-82.7% | $5,404-76.0% |