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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 | $35,936 | $81,870-56.1% | $119,634-70.0% | $68,490-47.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.19% | -23.82%+10.6pp | -14.98%+1.8pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,040 | $2,692+12.9% | $4,232-28.2% | $2,597+17.1% |
| Participant deferral / active EE | $2,735 | $4,148-34.1% | $5,601-51.2% | $4,028-32.1% |
| Admin fee / account holder | $13,876 | $6,583+110.8% | $10,329+34.3% | $5,403+156.8% |