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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 | $43,021 | $73,863-41.8% | $143,797-70.1% | $68,490-37.2% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-4.0pp | 67.9%+8.5pp |
| Annual return | -11.88% | 0.91%-12.8pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $5,044 | $3,185+58.4% | $4,952+1.9% | $2,597+94.3% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,037 | $5,756-64.6% | $14,679-86.1% | $5,403-62.3% |