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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 | $31,760 | $73,009-56.5% | $90,756-65.0% | $68,495-53.6% |
| Participation rate | 97.7% | 70.8%+26.9pp | 75.7%+22.0pp | 67.9%+29.8pp |
| Annual return | -18.82% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $10,280 | $2,193+368.9% | $2,922+251.9% | $2,596+295.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,540 | $5,896-40.0% | $8,445-58.1% | $5,403-34.5% |