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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 | $49,891 | $53,162-6.2% | $91,225-45.3% | $68,486-27.2% |
| Participation rate | 93.8% | 63.2%+30.5pp | 73.2%+20.6pp | 67.9%+25.9pp |
| Annual return | -13.65% | -3.14%-10.5pp | 114.12%-127.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,833 | $1,709+7.3% | $2,851-35.7% | $2,597-29.4% |
| Participant deferral / active EE | $3,178 | $2,974+6.9% | $4,233-24.9% | $4,028-21.1% |
| Admin fee / account holder | $9,526 | $4,493+112.0% | $5,422+75.7% | $5,404+76.3% |