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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 | $36,577 | $64,729-43.5% | $112,263-67.4% | $68,490-46.6% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -11.33% | -11.40%+0.1pp | 27.49%-38.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,529 | $2,746-44.3% | $3,636-58.0% | $2,597-41.1% |
| Participant deferral / active EE | $4,348 | $3,566+21.9% | $4,729-8.1% | $4,028+7.9% |
| Admin fee / account holder | $27,499 | $5,222+426.6% | $6,410+329.0% | $5,403+409.0% |