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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 | $43,656 | $73,863-40.9% | $143,797-69.6% | $68,490-36.3% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -14.57% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,361 | $3,185+36.9% | $4,952-11.9% | $2,597+68.0% |
| Participant deferral / active EE | $8,627 | $3,385+154.9% | $5,638+53.0% | $4,028+114.2% |
| Admin fee / account holder | $6,130 | $5,756+6.5% | $14,679-58.2% | $5,403+13.5% |