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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 | $56,217 | $73,863-23.9% | $143,797-60.9% | $68,490-17.9% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -18.63% | 0.91%-19.5pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $972 | $3,185-69.5% | $4,952-80.4% | $2,597-62.6% |
| Participant deferral / active EE | $4,894 | $3,385+44.6% | $5,638-13.2% | $4,028+21.5% |
| Admin fee / account holder | $2,669 | $5,756-53.6% | $14,679-81.8% | $5,403-50.6% |