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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 | $46,845 | $73,863-36.6% | $143,797-67.4% | $68,490-31.6% |
| Participation rate | 84.1% | 66.7%+17.4pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -14.45% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,296 | $3,185+3.5% | $4,952-33.4% | $2,597+26.9% |
| Participant deferral / active EE | $3,210 | $3,385-5.2% | $5,638-43.1% | $4,028-20.3% |
| Admin fee / account holder | $4,652 | $5,756-19.2% | $14,679-68.3% | $5,403-13.9% |