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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 | $68,313 | $73,863-7.5% | $143,797-52.5% | $68,490-0.3% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -10.81% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $5,166 | $3,185+62.2% | $4,952+4.3% | $2,597+98.9% |
| Participant deferral / active EE | $1,597 | $3,385-52.8% | $5,638-71.7% | $4,028-60.4% |
| Admin fee / account holder | $8,165 | $5,756+41.8% | $14,679-44.4% | $5,403+51.1% |