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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 | $43,530 | $73,848-41.1% | $143,799-69.7% | $68,486-36.4% |
| Participation rate | 97.9% | 66.7%+31.2pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -16.99% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,044 | $3,184+89.8% | $4,952+22.1% | $2,597+132.8% |
| Participant deferral / active EE | $10,972 | $3,385+224.2% | $5,638+94.6% | $4,028+172.4% |
| Admin fee / account holder | $4,484 | $5,755-22.1% | $14,677-69.5% | $5,404-17.0% |