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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 | $50,916 | $53,162-4.2% | $91,225-44.2% | $68,495-25.7% |
| Participation rate | 88.2% | 63.2%+25.0pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.10%-114.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $8,631 | $1,709+404.9% | $2,851+202.8% | $2,596+232.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,368 | $4,493-47.3% | $5,422-56.3% | $5,403-56.2% |