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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 | $54,785 | $64,719-15.3% | $112,249-51.2% | $68,486-20.0% |
| Participation rate | 96.9% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,563 | $2,747+139.0% | $3,636+80.5% | $2,597+152.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,142 | $5,232-78.2% | $6,412-82.2% | $5,404-78.9% |