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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 | $29,088 | $73,863-60.6% | $143,797-79.8% | $68,490-57.5% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -17.92% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,405 | $3,185+6.9% | $4,952-31.2% | $2,597+31.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,430 | $5,756-57.8% | $14,679-83.4% | $5,403-55.0% |