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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 | $63,099 | $81,870-22.9% | $119,634-47.3% | $68,490-7.9% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | -9.42% | -23.82%+14.4pp | -14.98%+5.6pp | -7.85%-1.6pp |
| Employer contribution / active EE | $3,875 | $2,692+44.0% | $4,232-8.4% | $2,597+49.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,355 | $6,583+26.9% | $10,329-19.1% | $5,403+54.6% |