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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 | $47,276 | $59,819-21.0% | $79,583-40.6% | $68,490-31.0% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -15.08% | -12.30%-2.8pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,903 | $1,505+225.7% | $2,414+103.1% | $2,597+88.8% |
| Participant deferral / active EE | $10,778 | $3,025+256.3% | $3,986+170.4% | $4,028+167.6% |
| Admin fee / account holder | $16,997 | $4,835+251.5% | $6,835+148.7% | $5,403+214.6% |