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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 | $52,085 | $73,863-29.5% | $143,797-63.8% | $68,490-24.0% |
| Participation rate | 96.2% | 66.7%+29.6pp | 80.3%+15.9pp | 67.9%+28.3pp |
| Annual return | -18.65% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,336 | $3,185-58.0% | $4,952-73.0% | $2,597-48.5% |
| Participant deferral / active EE | $4,088 | $3,385+20.8% | $5,638-27.5% | $4,028+1.5% |
| Admin fee / account holder | $1,052 | $5,756-81.7% | $14,679-92.8% | $5,403-80.5% |