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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 | $28,217 | $73,863-61.8% | $143,797-80.4% | $68,490-58.8% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.7pp | 67.9%+8.8pp |
| Annual return | -16.35% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,005 | $3,185+57.2% | $4,952+1.1% | $2,597+92.8% |
| Participant deferral / active EE | $2,780 | $3,385-17.9% | $5,638-50.7% | $4,028-31.0% |
| Admin fee / account holder | $2,975 | $5,756-48.3% | $14,679-79.7% | $5,403-44.9% |