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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 | $32,356 | $48,267-33.0% | $68,808-53.0% | $68,486-52.8% |
| Participation rate | 78.5% | 60.7%+17.8pp | 69.0%+9.4pp | 67.9%+10.6pp |
| Annual return | -3.42% | -12.70%+9.3pp | -6.37%+2.9pp | -7.85%+4.4pp |
| Employer contribution / active EE | $3,077 | $1,829+68.2% | $2,656+15.9% | $2,597+18.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,107 | $4,362-51.7% | $4,936-57.3% | $5,404-61.0% |