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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 | $32,574 | $73,863-55.9% | $143,797-77.3% | $68,490-52.4% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -12.76% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,131 | $3,185-1.7% | $4,952-36.8% | $2,597+20.6% |
| Participant deferral / active EE | $1,129 | $3,385-66.6% | $5,638-80.0% | $4,028-72.0% |
| Admin fee / account holder | $16,481 | $5,756+186.3% | $14,679+12.3% | $5,403+205.0% |