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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 | $59,058 | $73,848-20.0% | $143,799-58.9% | $68,486-13.8% |
| Participation rate | 86.8% | 66.7%+20.1pp | 80.3%+6.5pp | 67.9%+18.9pp |
| Annual return | -13.47% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $2,860 | $3,184-10.2% | $4,952-42.3% | $2,597+10.1% |
| Participant deferral / active EE | $6,860 | $3,385+102.7% | $5,638+21.7% | $4,028+70.3% |
| Admin fee / account holder | $9,721 | $5,755+68.9% | $14,677-33.8% | $5,404+79.9% |