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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 | $54,625 | $73,848-26.0% | $143,799-62.0% | $68,486-20.2% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -17.18% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,062 | $3,184+27.5% | $4,952-18.0% | $2,597+56.4% |
| Participant deferral / active EE | $5,458 | $3,385+61.3% | $5,638-3.2% | $4,028+35.5% |
| Admin fee / account holder | $769 | $5,755-86.6% | $14,677-94.8% | $5,404-85.8% |