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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 | $22,736 | $48,235-52.9% | $68,803-67.0% | $68,490-66.8% |
| Participation rate | 90.3% | 60.7%+29.6pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | -12.75% | -12.70%-0.1pp | -6.37%-6.4pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,698 | $1,829+156.9% | $2,656+76.9% | $2,597+80.9% |
| Participant deferral / active EE | $8,096 | $2,867+182.4% | $3,942+105.4% | $4,028+101.0% |
| Admin fee / account holder | $2,238 | $4,361-48.7% | $4,936-54.7% | $5,403-58.6% |