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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 | $46,119 | $73,848-37.5% | $143,799-67.9% | $68,486-32.7% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -17.02% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,414 | $3,184-24.2% | $4,952-51.2% | $2,597-7.0% |
| Participant deferral / active EE | $5,110 | $3,385+51.0% | $5,638-9.4% | $4,028+26.9% |
| Admin fee / account holder | $11,031 | $5,755+91.7% | $14,677-24.8% | $5,404+104.1% |