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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 | $64,787 | $73,839-12.3% | $143,788-54.9% | $68,495-5.4% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.03%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,040 | $3,184+26.9% | $4,952-18.4% | $2,596+55.6% |
| Participant deferral / active EE | $3,574 | $3,384+5.6% | $5,638-36.6% | $4,028-11.3% |
| Admin fee / account holder | $909 | $5,755-84.2% | $14,675-93.8% | $5,403-83.2% |