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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 | $36,133 | $81,870-55.9% | $119,634-69.8% | $68,490-47.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.83% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,662 | $2,692+36.1% | $4,232-13.5% | $2,597+41.0% |
| Participant deferral / active EE | $8,787 | $4,148+111.8% | $5,601+56.9% | $4,028+118.2% |
| Admin fee / account holder | $394 | $6,583-94.0% | $10,329-96.2% | $5,403-92.7% |