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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 | $53,594 | $81,870-34.5% | $119,622-55.2% | $68,486-21.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.67% | -23.82%+9.2pp | -14.98%+0.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,631 | $2,692+34.9% | $4,232-14.2% | $2,597+39.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,415 | $6,583-2.6% | $10,328-37.9% | $5,404+18.7% |