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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 | $42,510 | $73,009-41.8% | $90,760-53.2% | $68,486-37.9% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -6.68% | -13.81%+7.1pp | -12.16%+5.5pp | -7.85%+1.2pp |
| Employer contribution / active EE | $1,724 | $2,193-21.4% | $2,922-41.0% | $2,597-33.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,084 | $5,896-64.6% | $8,444-75.3% | $5,404-61.4% |