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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 | $65,587 | $73,863-11.2% | $143,797-54.4% | $68,490-4.2% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.60% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,198 | $3,185-31.0% | $4,952-55.6% | $2,597-15.4% |
| Participant deferral / active EE | $5,620 | $3,385+66.0% | $5,638-0.3% | $4,028+39.5% |
| Admin fee / account holder | $1,602 | $5,756-72.2% | $14,679-89.1% | $5,403-70.4% |