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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 | $45,858 | $79,633-42.4% | $93,759-51.1% | $68,486-33.0% |
| Participation rate | 94.9% | 75.4%+19.5pp | 81.0%+13.9pp | 67.9%+27.0pp |
| Annual return | -16.97% | -0.10%-16.9pp | -11.33%-5.6pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,297 | $3,665-37.3% | $4,324-46.9% | $2,597-11.5% |
| Participant deferral / active EE | $4,003 | $5,158-22.4% | $6,096-34.3% | $4,028-0.6% |
| Admin fee / account holder | $305 | $6,871-95.6% | $7,197-95.8% | $5,404-94.4% |