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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 | $38,095 | $64,716-41.1% | $112,258-66.1% | $68,495-44.4% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -17.09% | -11.40%-5.7pp | 27.47%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $833 | $2,746-69.7% | $3,636-77.1% | $2,596-67.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $883 | $5,232-83.1% | $6,411-86.2% | $5,403-83.7% |