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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 | $56,473 | $73,863-23.5% | $143,797-60.7% | $68,490-17.5% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -17.02% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $6,127 | $3,185+92.4% | $4,952+23.7% | $2,597+135.9% |
| Participant deferral / active EE | $4,959 | $3,385+46.5% | $5,638-12.0% | $4,028+23.1% |
| Admin fee / account holder | $3,036 | $5,756-47.3% | $14,679-79.3% | $5,403-43.8% |