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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 | $57,416 | $73,863-22.3% | $143,797-60.1% | $68,490-16.2% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -14.95% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,998 | $3,185+88.3% | $4,952+21.1% | $2,597+131.0% |
| Participant deferral / active EE | $4,003 | $3,385+18.3% | $5,638-29.0% | $4,028-0.6% |
| Admin fee / account holder | $318 | $5,756-94.5% | $14,679-97.8% | $5,403-94.1% |