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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 | $56,372 | $73,848-23.7% | $143,799-60.8% | $68,486-17.7% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -15.76% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,687 | $3,184+78.6% | $4,952+14.8% | $2,597+119.0% |
| Participant deferral / active EE | $3,436 | $3,385+1.5% | $5,638-39.1% | $4,028-14.7% |
| Admin fee / account holder | $862 | $5,755-85.0% | $14,677-94.1% | $5,404-84.0% |