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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 | $15,824 | $42,383-62.7% | $76,518-79.3% | $64,173-75.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -2.58% | -16.54%+14.0pp | -0.27%-2.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,115 | $1,563+35.3% | $2,647-20.1% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $430 | $3,198-86.6% | $4,849-91.1% | $4,887-91.2% |