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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 | $46,420 | $73,848-37.1% | $143,799-67.7% | $68,486-32.2% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -13.80% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,704 | $3,184+16.3% | $4,952-25.2% | $2,597+42.6% |
| Participant deferral / active EE | $5,641 | $3,385+66.7% | $5,6380% | $4,028+40.1% |
| Admin fee / account holder | $6,277 | $5,755+9.1% | $14,677-57.2% | $5,404+16.2% |