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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 | $55,471 | $64,706-14.3% | $112,244-50.6% | $68,498-19.0% |
| Participation rate | 83.3% | 67.1%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.46%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,137 | $2,746+14.2% | $3,635-13.7% | $2,596+20.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,959 | $5,231-62.5% | $6,411-69.4% | $5,403-63.7% |