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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 | $47,050 | $54,239-13.3% | $70,098-32.9% | $68,495-31.3% |
| Participation rate | 87.3% | 64.5%+22.8pp | 70.5%+16.8pp | 67.9%+19.4pp |
| Annual return | -17.05% | -13.87%-3.2pp | 190.76%-207.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,928 | $2,019-4.5% | $2,560-24.7% | $2,596-25.8% |
| Participant deferral / active EE | $5,706 | $2,957+93.0% | $3,849+48.2% | $4,028+41.7% |
| Admin fee / account holder | $2,345 | $4,691-50.0% | $6,266-62.6% | $5,403-56.6% |