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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 | $59,404 | $73,839-19.5% | $143,788-58.7% | $68,495-13.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.03%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,594 | $3,184-49.9% | $4,952-67.8% | $2,596-38.6% |
| Participant deferral / active EE | $5,053 | $3,384+49.3% | $5,638-10.4% | $4,028+25.5% |
| Admin fee / account holder | $1,214 | $5,755-78.9% | $14,675-91.7% | $5,403-77.5% |