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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 | $41,366 | $50,947-18.8% | $74,551-44.5% | $64,173-35.5% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.1%+16.0pp | 69.6%+15.6pp |
| Annual return | -3.67% | -1.85%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $741 | $1,115-33.6% | $1,961-62.2% | $2,381-68.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,703 | $4,221-59.7% | $5,059-66.3% | $4,887-65.2% |