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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 | $43,613 | $73,863-41.0% | $143,797-69.7% | $68,490-36.3% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.0pp | 67.9%+18.5pp |
| Annual return | -19.07% | 0.91%-20.0pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,923 | $3,185-39.6% | $4,952-61.2% | $2,597-25.9% |
| Participant deferral / active EE | $3,767 | $3,385+11.3% | $5,638-33.2% | $4,028-6.5% |
| Admin fee / account holder | $4,097 | $5,756-28.8% | $14,679-72.1% | $5,403-24.2% |