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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 | $64,453 | $64,729-0.4% | $112,263-42.6% | $68,490-5.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.78% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,598 | $2,746+67.4% | $3,636+26.4% | $2,597+77.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,941 | $5,222-43.7% | $6,410-54.1% | $5,403-45.6% |