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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 | $28,329 | $48,267-41.3% | $68,808-58.8% | $68,486-58.6% |
| Participation rate | 96.8% | 60.7%+36.1pp | 69.0%+27.8pp | 67.9%+28.9pp |
| Annual return | -14.28% | -12.70%-1.6pp | -6.37%-7.9pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,810 | $1,829+163.0% | $2,656+81.1% | $2,597+85.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,556 | $4,362+27.4% | $4,936+12.6% | $5,404+2.8% |