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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 | $41,437 | $73,848-43.9% | $143,799-71.2% | $68,486-39.5% |
| Participation rate | 90.9% | 66.7%+24.2pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -13.17% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $5,559 | $3,184+74.6% | $4,952+12.3% | $2,597+114.1% |
| Participant deferral / active EE | $2,589 | $3,385-23.5% | $5,638-54.1% | $4,028-35.7% |
| Admin fee / account holder | $1,931 | $5,755-66.4% | $14,677-86.8% | $5,404-64.3% |