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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 | $50,094 | $73,848-32.2% | $143,799-65.2% | $68,486-26.9% |
| Participation rate | 83.0% | 66.7%+16.4pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -17.10% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,409 | $3,184-55.7% | $4,952-71.5% | $2,597-45.7% |
| Participant deferral / active EE | $3,507 | $3,385+3.6% | $5,638-37.8% | $4,028-12.9% |
| Admin fee / account holder | $1,396 | $5,755-75.7% | $14,677-90.5% | $5,404-74.2% |