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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 | $21,700 | $73,848-70.6% | $143,799-84.9% | $68,486-68.3% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.4pp |
| Annual return | -7.76% | 0.91%-8.7pp | -0.04%-7.7pp | -7.85%+0.1pp |
| Employer contribution / active EE | $3,013 | $3,184-5.4% | $4,952-39.2% | $2,597+16.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $450 | $5,755-92.2% | $14,677-96.9% | $5,404-91.7% |