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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 | $52,553 | $81,870-35.8% | $119,634-56.1% | $68,490-23.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -6.03% | -23.82%+17.8pp | -14.98%+9.0pp | -7.85%+1.8pp |
| Employer contribution / active EE | $2,412 | $2,692-10.4% | $4,232-43.0% | $2,597-7.1% |
| Participant deferral / active EE | $2,322 | $4,148-44.0% | $5,601-58.5% | $4,028-42.3% |
| Admin fee / account holder | $8,799 | $6,583+33.7% | $10,329-14.8% | $5,403+62.9% |