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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 | $40,863 | $73,863-44.7% | $143,797-71.6% | $68,490-40.3% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -11.60% | 0.91%-12.5pp | -0.04%-11.6pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,904 | $3,185-40.2% | $4,952-61.6% | $2,597-26.7% |
| Participant deferral / active EE | $4,828 | $3,385+42.6% | $5,638-14.4% | $4,028+19.9% |
| Admin fee / account holder | $11,146 | $5,756+93.6% | $14,679-24.1% | $5,403+106.3% |