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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 | $40,019 | $64,729-38.2% | $112,263-64.4% | $68,490-41.6% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -15.54% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $11,045 | $2,746+302.2% | $3,636+203.7% | $2,597+325.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,559 | $5,222+6.5% | $6,410-13.3% | $5,403+2.9% |