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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 | $59,038 | $73,863-20.1% | $143,797-58.9% | $68,490-13.8% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -14.79% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,188 | $3,185-31.3% | $4,952-55.8% | $2,597-15.7% |
| Participant deferral / active EE | $3,236 | $3,385-4.4% | $5,638-42.6% | $4,028-19.6% |
| Admin fee / account holder | $3,463 | $5,756-39.8% | $14,679-76.4% | $5,403-35.9% |