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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 | $61,956 | $73,863-16.1% | $143,797-56.9% | $68,490-9.5% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -17.31% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,913 | $3,185-39.9% | $4,952-61.4% | $2,597-26.3% |
| Participant deferral / active EE | $5,620 | $3,385+66.0% | $5,638-0.3% | $4,028+39.5% |
| Admin fee / account holder | $1,821 | $5,756-68.4% | $14,679-87.6% | $5,403-66.3% |