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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 | $49,265 | $73,863-33.3% | $143,797-65.7% | $68,490-28.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -10.75% | 0.91%-11.7pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $4,643 | $3,185+45.8% | $4,952-6.3% | $2,597+78.8% |
| Participant deferral / active EE | $1,962 | $3,385-42.0% | $5,638-65.2% | $4,028-51.3% |
| Admin fee / account holder | $33,595 | $5,756+483.7% | $14,679+128.9% | $5,403+521.8% |