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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 | $67,061 | $73,863-9.2% | $143,797-53.4% | $68,490-2.1% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.45% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $639 | $3,185-79.9% | $4,952-87.1% | $2,597-75.4% |
| Participant deferral / active EE | $1,920 | $3,385-43.3% | $5,638-65.9% | $4,028-52.3% |
| Admin fee / account holder | $1,506 | $5,756-73.8% | $14,679-89.7% | $5,403-72.1% |