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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 | $38,146 | $56,339-32.3% | $104,301-63.4% | $68,486-44.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -16.11% | -9.19%-6.9pp | 24.61%-40.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,964 | $3,077-36.2% | $4,626-57.5% | $4,028-51.2% |
| Admin fee / account holder | $612 | $4,902-87.5% | $7,340-91.7% | $5,404-88.7% |