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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 | $72,202 | $73,848-2.2% | $143,799-49.8% | $68,486+5.4% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -3.13% | 0.91%-4.0pp | -0.04%-3.1pp | -7.85%+4.7pp |
| Employer contribution / active EE | $2,043 | $3,184-35.8% | $4,952-58.7% | $2,597-21.3% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,207 | $5,755+7.8% | $14,677-57.7% | $5,404+14.9% |