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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 | $39,631 | $59,819-33.7% | $79,583-50.2% | $68,490-42.1% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -12.40% | -12.30%-0.1pp | 0.16%-12.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $8,000 | $1,505+431.4% | $2,414+231.4% | $2,597+208.1% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $113,917 | $4,835+2256.0% | $6,835+1566.6% | $5,403+2008.4% |