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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 | $23,949 | $64,729-63.0% | $112,263-78.7% | $68,490-65.0% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -18.86% | -11.40%-7.5pp | 27.49%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $5,385 | $2,746+96.1% | $3,636+48.1% | $2,597+107.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,280 | $5,222-37.2% | $6,410-48.8% | $5,403-39.3% |