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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 | $44,092 | $110,083-59.9% | $151,645-70.9% | $68,490-35.6% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -1.77% | -10.12%+8.4pp | 3.34%-5.1pp | -7.85%+6.1pp |
| Employer contribution / active EE | $1,912 | $4,470-57.2% | $6,165-69.0% | $2,597-26.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,319 | $7,718-31.1% | $11,614-54.2% | $5,403-1.6% |