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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 | $38,863 | $73,863-47.4% | $143,797-73.0% | $68,490-43.3% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -12.01% | 0.91%-12.9pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,836 | $3,185-10.9% | $4,952-42.7% | $2,597+9.2% |
| Participant deferral / active EE | $2,899 | $3,385-14.3% | $5,638-48.6% | $4,028-28.0% |
| Admin fee / account holder | $1,689 | $5,756-70.7% | $14,679-88.5% | $5,403-68.7% |