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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 | $34,608 | $46,697-25.9% | $117,529-70.6% | $68,490-49.5% |
| Participation rate | 93.3% | 56.8%+36.6pp | 70.6%+22.7pp | 67.9%+25.4pp |
| Annual return | -12.10% | -14.52%+2.4pp | 29.77%-41.9pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,641 | $1,506+75.4% | $4,179-36.8% | $2,597+1.7% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,547 | $4,023+13.0% | $5,645-19.5% | $5,403-15.8% |