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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 | $63,989 | $71,878-11.0% | $86,698-26.2% | $68,486-6.6% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -4.68% | 3.53%-8.2pp | 35.95%-40.6pp | -7.85%+3.2pp |
| Employer contribution / active EE | $9,073 | $2,173+317.5% | $2,837+219.8% | $2,597+249.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,173 | $6,113-48.1% | $7,493-57.7% | $5,404-41.3% |