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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 | $73,867-41.8% | $143,770-70.1% | $68,498-37.2% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -11.88% | 1.01%-12.9pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,044 | $3,184+58.4% | $4,951+1.9% | $2,596+94.3% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,037 | $5,755-64.6% | $14,673-86.1% | $5,403-62.3% |