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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 | $45,223 | $73,848-38.8% | $143,799-68.6% | $68,486-34.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.6pp | 67.9%+24.1pp |
| Annual return | -16.00% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $7,076 | $3,184+122.2% | $4,952+42.9% | $2,597+172.5% |
| Participant deferral / active EE | $3,944 | $3,385+16.5% | $5,638-30.1% | $4,028-2.1% |
| Admin fee / account holder | $3,181 | $5,755-44.7% | $14,677-78.3% | $5,404-41.1% |