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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 | $43,617 | $45,872-4.9% | $77,081-43.4% | $68,495-36.3% |
| Participation rate | 74.1% | 55.9%+18.2pp | 67.9%+6.2pp | 67.9%+6.2pp |
| Annual return | -18.93% | 1.73%-20.7pp | 42.33%-61.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,013 | $1,650+143.3% | $2,813+42.6% | $2,596+54.5% |
| Participant deferral / active EE | $7,959 | $2,963+168.6% | $4,428+79.7% | $4,028+97.6% |
| Admin fee / account holder | $1,491 | $3,041-51.0% | $5,427-72.5% | $5,403-72.4% |