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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 | $62,855 | $73,839-14.9% | $143,788-56.3% | $68,495-8.2% |
| Participation rate | 94.8% | 66.7%+28.2pp | 80.3%+14.5pp | 67.9%+26.9pp |
| Annual return | -11.26% | 1.01%-12.3pp | -0.03%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,650 | $3,184+14.6% | $4,952-26.3% | $2,596+40.6% |
| Participant deferral / active EE | $6,345 | $3,384+87.5% | $5,638+12.5% | $4,028+57.5% |
| Admin fee / account holder | $638 | $5,755-88.9% | $14,675-95.7% | $5,403-88.2% |