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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 | $31,596 | $73,019-56.7% | $90,767-65.2% | $68,494-53.9% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -10.62% | -13.81%+3.2pp | -12.16%+1.5pp | -7.86%-2.8pp |
| Employer contribution / active EE | $12,845 | $2,193+485.8% | $2,922+339.6% | $2,597+394.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,226 | $5,897+56.5% | $8,445+9.2% | $5,403+70.7% |