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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 | $48,610 | $65,437-25.7% | $86,698-43.9% | $66,949-27.4% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -14.23% | -10.91%-3.3pp | 35.96%-50.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,885 | $2,154+33.9% | $2,837+1.7% | $2,545+13.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3,157 | $642+392.0% | $7,492-57.9% | $594+431.9% |