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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 | $61,968 | $71,878-13.8% | $86,698-28.5% | $68,486-9.5% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -13.23% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $6,937 | $2,173+219.2% | $2,837+144.5% | $2,597+167.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $377 | $6,113-93.8% | $7,493-95.0% | $5,404-93.0% |