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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 | $30,662 | $49,177-37.6% | $79,467-61.4% | $64,173-52.2% |
| Participation rate | 73.0% | 65.0%+7.9pp | 73.3%-0.4pp | 69.6%+3.4pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $946 | $2,076-54.4% | $2,800-66.2% | $2,381-60.3% |
| Participant deferral / active EE | $4,726 | $2,821+67.5% | $3,704+27.6% | $3,470+36.2% |
| Admin fee / account holder | $9,193 | $3,839+139.5% | $5,104+80.1% | $4,887+88.1% |