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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 | $46,319 | $64,706-28.4% | $112,244-58.7% | $68,498-32.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.59% | -11.40%-2.2pp | 27.46%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,276 | $2,746+19.3% | $3,635-9.9% | $2,596+26.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $40,470 | $5,231+673.6% | $6,411+531.3% | $5,403+649.0% |