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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 | $37,193 | $73,863-49.6% | $143,797-74.1% | $68,490-45.7% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -11.54% | 0.91%-12.5pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,107 | $3,185-33.9% | $4,952-57.5% | $2,597-18.9% |
| Participant deferral / active EE | $3,321 | $3,385-1.9% | $5,638-41.1% | $4,028-17.5% |
| Admin fee / account holder | $3,685 | $5,756-36.0% | $14,679-74.9% | $5,403-31.8% |