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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 | $43,783 | $71,873-39.1% | $86,698-49.5% | $68,490-36.1% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -10.80% | 3.54%-14.3pp | 35.96%-46.8pp | -7.85%-2.9pp |
| Employer contribution / active EE | $9,255 | $2,173+325.9% | $2,837+226.3% | $2,597+256.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,760 | $6,110-54.8% | $7,492-63.2% | $5,403-48.9% |