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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 | $32,974 | $42,910-23.2% | $60,919-45.9% | $68,490-51.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -0.20% | -13.99%+13.8pp | 16.96%-17.2pp | -7.85%+7.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,802 | $2,866-37.1% | $3,814-52.8% | $4,028-55.3% |
| Admin fee / account holder | $1,305 | $3,104-58.0% | $3,228-59.6% | $5,403-75.8% |