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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 | $30,514 | $64,729-52.9% | $112,263-72.8% | $68,490-55.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.75% | -11.40%-6.4pp | 27.49%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,234 | $2,746-18.6% | $3,636-38.6% | $2,597-14.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $942 | $5,222-82.0% | $6,410-85.3% | $5,403-82.6% |