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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 | $43,252 | $42,910+0.8% | $60,919-29.0% | $68,490-36.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.90% | -13.99%-1.9pp | 16.96%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,179 | $1,978+111.2% | $2,704+54.6% | $2,597+60.9% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,036 | $3,104-2.2% | $3,228-5.9% | $5,403-43.8% |