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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 | $73,839-53.2% | $143,788-76.0% | $68,495-49.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -18.92% | 1.01%-19.9pp | -0.03%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,943 | $3,184+55.2% | $4,952-0.2% | $2,596+90.4% |
| Participant deferral / active EE | $4,695 | $3,384+38.7% | $5,638-16.7% | $4,028+16.6% |
| Admin fee / account holder | $5,674 | $5,755-1.4% | $14,675-61.3% | $5,403+5.0% |