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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 | $58,382 | $73,839-20.9% | $143,788-59.4% | $68,495-14.8% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -16.79% | 1.01%-17.8pp | -0.03%-16.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,976 | $3,184+150.5% | $4,952+61.1% | $2,596+207.2% |
| Participant deferral / active EE | $4,023 | $3,384+18.9% | $5,638-28.6% | $4,028-0.1% |
| Admin fee / account holder | $790 | $5,755-86.3% | $14,675-94.6% | $5,403-85.4% |