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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 | $47,954 | $110,083-56.4% | $151,645-68.4% | $68,490-30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.55% | -10.12%-1.4pp | 3.34%-14.9pp | -7.85%-3.7pp |
| Employer contribution / active EE | $3,534 | $4,470-20.9% | $6,165-42.7% | $2,597+36.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,034 | $7,718+4.1% | $11,614-30.8% | $5,403+48.7% |