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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 | $25,107 | $54,357-53.8% | $82,706-69.6% | $68,495-63.3% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -10.94% | -13.67%+2.7pp | 701.76%-712.7pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,655 | $2,218-25.4% | $3,007-45.0% | $2,596-36.3% |
| Participant deferral / active EE | $4,595 | $3,246+41.5% | $4,394+4.6% | $4,028+14.1% |
| Admin fee / account holder | $13,372 | $4,396+204.2% | $5,329+150.9% | $5,403+147.5% |