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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 | $55,551 | $73,009-23.9% | $90,760-38.8% | $68,486-18.9% |
| Participation rate | 98.9% | 70.8%+28.0pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -3.03% | -13.81%+10.8pp | -12.16%+9.1pp | -7.85%+4.8pp |
| Employer contribution / active EE | $3,611 | $2,193+64.7% | $2,922+23.6% | $2,597+39.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,641 | $5,896-4.3% | $8,444-33.2% | $5,404+4.4% |