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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 | $52,792 | $73,839-28.5% | $143,788-63.3% | $68,495-22.9% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -18.33% | 1.01%-19.3pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6,080 | $3,184+90.9% | $4,952+22.8% | $2,596+134.2% |
| Participant deferral / active EE | $6,310 | $3,384+86.5% | $5,638+11.9% | $4,028+56.7% |
| Admin fee / account holder | $1,341 | $5,755-76.7% | $14,675-90.9% | $5,403-75.2% |