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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 | $36,549 | $53,546-31.7% | $69,884-47.7% | $68,486-46.6% |
| Participation rate | 91.3% | 64.5%+26.7pp | 70.5%+20.8pp | 67.9%+23.4pp |
| Annual return | -15.70% | -13.87%-1.8pp | 190.81%-206.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,314 | $2,019+64.1% | $2,560+29.5% | $2,597+27.6% |
| Participant deferral / active EE | $6,395 | $2,957+116.3% | $3,848+66.2% | $4,028+58.8% |
| Admin fee / account holder | $3,138 | $4,693-33.1% | $6,266-49.9% | $5,404-41.9% |