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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 | $48,979 | $73,863-33.7% | $143,797-65.9% | $68,490-28.5% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -10.37% | 0.91%-11.3pp | -0.04%-10.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $564 | $3,185-82.3% | $4,952-88.6% | $2,597-78.3% |
| Participant deferral / active EE | $1,732 | $3,385-48.8% | $5,638-69.3% | $4,028-57.0% |
| Admin fee / account holder | $1,945 | $5,756-66.2% | $14,679-86.8% | $5,403-64.0% |