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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 | $67,451 | $73,839-8.7% | $143,788-53.1% | $68,495-1.5% |
| Participation rate | 95.2% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.3pp |
| Annual return | -15.52% | 1.01%-16.5pp | -0.03%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,208 | $3,184+32.2% | $4,952-15.0% | $2,596+62.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,087 | $5,755-29.0% | $14,675-72.2% | $5,403-24.4% |