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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 | $27,001 | $73,848-63.4% | $143,799-81.2% | $68,486-60.6% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -12.85% | 0.91%-13.8pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $4,299 | $3,184+35.0% | $4,952-13.2% | $2,597+65.5% |
| Participant deferral / active EE | $2,693 | $3,385-20.4% | $5,638-52.2% | $4,028-33.1% |
| Admin fee / account holder | $4,033 | $5,755-29.9% | $14,677-72.5% | $5,404-25.4% |