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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 | $35,875 | $64,729-44.6% | $112,263-68.0% | $68,490-47.6% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.49%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,276 | $2,746-53.5% | $3,636-64.9% | $2,597-50.9% |
| Participant deferral / active EE | $2,465 | $3,566-30.9% | $4,729-47.9% | $4,028-38.8% |
| Admin fee / account holder | $29,594 | $5,222+466.7% | $6,410+361.7% | $5,403+447.7% |