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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 | $60,867 | $73,863-17.6% | $143,797-57.7% | $68,490-11.1% |
| Participation rate | 86.2% | 66.7%+19.5pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -12.27% | 0.91%-13.2pp | -0.04%-12.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,682 | $3,185-47.2% | $4,952-66.0% | $2,597-35.2% |
| Participant deferral / active EE | $4,229 | $3,385+24.9% | $5,638-25.0% | $4,028+5.0% |
| Admin fee / account holder | $8,046 | $5,756+39.8% | $14,679-45.2% | $5,403+48.9% |