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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 | $27,486 | $49,177-44.1% | $79,466-65.4% | $64,173-57.2% |
| Participation rate | 82.8% | 65.0%+17.7pp | 73.3%+9.4pp | 69.6%+13.2pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.28%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,375 | $2,076+62.6% | $2,800+20.5% | $2,381+41.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,779 | $3,839-1.5% | $5,104-26.0% | $4,887-22.7% |