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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 | $38,857 | $73,863-47.4% | $143,797-73.0% | $68,490-43.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -17.72% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,945 | $3,185+55.3% | $4,952-0.2% | $2,597+90.4% |
| Participant deferral / active EE | $3,938 | $3,385+16.3% | $5,638-30.2% | $4,028-2.2% |
| Admin fee / account holder | $1,080 | $5,756-81.2% | $14,679-92.6% | $5,403-80.0% |