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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 | $39,768 | $73,839-46.1% | $143,788-72.3% | $68,495-41.9% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -16.03% | 1.01%-17.0pp | -0.03%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,458 | $3,184-54.2% | $4,952-70.6% | $2,596-43.9% |
| Participant deferral / active EE | $6,333 | $3,384+87.1% | $5,638+12.3% | $4,028+57.2% |
| Admin fee / account holder | $2,419 | $5,755-58.0% | $14,675-83.5% | $5,403-55.2% |