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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 | $82,753 | $81,870+1.1% | $119,634-30.8% | $68,490+20.8% |
| Participation rate | 93.5% | 71.9%+21.7pp | 79.3%+14.3pp | 67.9%+25.7pp |
| Annual return | 0.68% | -23.82%+24.5pp | -14.98%+15.7pp | -7.85%+8.5pp |
| Employer contribution / active EE | $21,059 | $2,692+682.4% | $4,232+397.6% | $2,597+711.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,948 | $6,583-9.6% | $10,329-42.4% | $5,403+10.1% |