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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 | $27,001 | $48,267-44.1% | $68,808-60.8% | $68,486-60.6% |
| Participation rate | 94.4% | 60.7%+33.8pp | 69.0%+25.4pp | 67.9%+26.6pp |
| Annual return | -19.22% | -12.70%-6.5pp | -6.37%-12.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $5,763 | $1,829+215.1% | $2,656+117.0% | $2,597+122.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,694 | $4,362-15.3% | $4,936-25.2% | $5,404-31.6% |