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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 | $32,997 | $87,542-62.3% | $75,782-56.5% | $125,393-73.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.61% | 13.48%-16.1pp | 9.68%-12.3pp | 282.23%-284.8pp |
| Employer contribution / active EE | $1,250 | $3,930-68.2% | $3,323-62.4% | $4,866-74.3% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $426 | $6,502-93.5% | $5,300-92.0% | $9,541-95.5% |