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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 | $38,606 | $81,870-52.8% | $119,634-67.7% | $68,490-43.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.03% | -23.82%+7.8pp | -14.98%-1.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,917 | $2,692-28.8% | $4,232-54.7% | $2,597-26.2% |
| Participant deferral / active EE | $2,986 | $4,148-28.0% | $5,601-46.7% | $4,028-25.9% |
| Admin fee / account holder | $3,086 | $6,583-53.1% | $10,329-70.1% | $5,403-42.9% |