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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 | $62,445 | $59,819+4.4% | $79,583-21.5% | $68,490-8.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.01% | -12.30%-2.7pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,432 | $1,505+61.6% | $2,414+0.8% | $2,597-6.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,912 | $4,835-39.8% | $6,835-57.4% | $5,403-46.1% |