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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 | $57,819 | $73,863-21.7% | $143,797-59.8% | $68,490-15.6% |
| Participation rate | 88.8% | 66.7%+22.1pp | 80.3%+8.4pp | 67.9%+20.9pp |
| Annual return | -17.63% | 0.91%-18.5pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,996 | $3,185-5.9% | $4,952-39.5% | $2,597+15.4% |
| Participant deferral / active EE | $2,350 | $3,385-30.6% | $5,638-58.3% | $4,028-41.7% |
| Admin fee / account holder | $2,913 | $5,756-49.4% | $14,679-80.2% | $5,403-46.1% |