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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 | $80,313 | $49,280+63.0% | $67,313+19.3% | $64,173+25.2% |
| Participation rate | 92.7% | 60.8%+31.9pp | 69.1%+23.6pp | 69.6%+23.2pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,909 | $3,863-24.7% | $4,507-35.5% | $4,887-40.5% |