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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 | $51,465 | $81,870-37.1% | $119,634-57.0% | $68,490-24.9% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.8pp | 67.9%+26.2pp |
| Annual return | -7.23% | -23.82%+16.6pp | -14.98%+7.8pp | -7.85%+0.6pp |
| Employer contribution / active EE | $10,931 | $2,692+306.1% | $4,232+158.3% | $2,597+321.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,413 | $6,583-17.8% | $10,329-47.6% | $5,403+0.2% |