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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 | $42,963 | $73,863-41.8% | $143,797-70.1% | $68,490-37.3% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -15.23% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $6,534 | $3,185+105.2% | $4,952+31.9% | $2,597+151.6% |
| Participant deferral / active EE | $4,353 | $3,385+28.6% | $5,638-22.8% | $4,028+8.1% |
| Admin fee / account holder | $852 | $5,756-85.2% | $14,679-94.2% | $5,403-84.2% |