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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 | $34,544 | $73,863-53.2% | $143,797-76.0% | $68,490-49.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -18.92% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $4,943 | $3,185+55.2% | $4,952-0.2% | $2,597+90.3% |
| Participant deferral / active EE | $4,695 | $3,385+38.7% | $5,638-16.7% | $4,028+16.6% |
| Admin fee / account holder | $5,674 | $5,756-1.4% | $14,679-61.3% | $5,403+5.0% |