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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 | $45,631 | $73,839-38.2% | $143,788-68.3% | $68,495-33.4% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -15.42% | 1.01%-16.4pp | -0.03%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,639 | $3,184+77.1% | $4,952+13.9% | $2,596+117.2% |
| Participant deferral / active EE | $2,988 | $3,384-11.7% | $5,638-47.0% | $4,028-25.8% |
| Admin fee / account holder | $2,289 | $5,755-60.2% | $14,675-84.4% | $5,403-57.6% |