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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 | $29,956 | $45,872-34.7% | $77,096-61.1% | $68,486-56.3% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -16.16% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,948 | $1,650+139.3% | $2,814+40.3% | $2,597+52.0% |
| Participant deferral / active EE | $8,243 | $2,963+178.2% | $4,429+86.1% | $4,028+104.7% |
| Admin fee / account holder | $17,275 | $3,041+468.0% | $5,428+218.2% | $5,404+219.7% |