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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 | $73,848-20.9% | $143,799-59.4% | $68,486-14.8% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -16.79% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $7,976 | $3,184+150.5% | $4,952+61.1% | $2,597+207.2% |
| Participant deferral / active EE | $4,023 | $3,385+18.9% | $5,638-28.6% | $4,028-0.1% |
| Admin fee / account holder | $790 | $5,755-86.3% | $14,677-94.6% | $5,404-85.4% |