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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 | $59,470 | $81,870-27.4% | $119,634-50.3% | $68,490-13.2% |
| Participation rate | 78.6% | 71.9%+6.7pp | 79.3%-0.7pp | 67.9%+10.7pp |
| Annual return | 0.34% | -23.82%+24.2pp | -14.98%+15.3pp | -7.85%+8.2pp |
| Employer contribution / active EE | $4,634 | $2,692+72.1% | $4,232+9.5% | $2,597+78.4% |
| Participant deferral / active EE | $1,857 | $4,148-55.2% | $5,601-66.8% | $4,028-53.9% |
| Admin fee / account holder | $49,400 | $6,583+650.4% | $10,329+378.3% | $5,403+814.3% |