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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 | $75,281 | $110,083-31.6% | $151,645-50.4% | $68,490+9.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.95% | -10.12%-1.8pp | 3.34%-15.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,886 | $4,470-35.4% | $6,165-53.2% | $2,597+11.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,307 | $7,718+7.6% | $11,614-28.5% | $5,403+53.8% |