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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 | $42,453 | $50,947-16.7% | $74,551-43.1% | $64,173-33.8% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.1%+24.6pp | 69.6%+24.2pp |
| Annual return | -2.20% | -1.85%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $781 | $1,115-30.0% | $1,961-60.2% | $2,381-67.2% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,158 | $4,221-72.6% | $5,059-77.1% | $4,887-76.3% |