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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 | $56,732 | $73,848-23.2% | $143,799-60.5% | $68,486-17.2% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -14.33% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,916 | $3,184+23.0% | $4,952-20.9% | $2,597+50.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,322 | $5,755-42.3% | $14,677-77.4% | $5,404-38.5% |