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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 | $49,797 | $73,848-32.6% | $143,799-65.4% | $68,486-27.3% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -19.03% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,344 | $3,184-57.8% | $4,952-72.9% | $2,597-48.2% |
| Participant deferral / active EE | $3,913 | $3,385+15.6% | $5,638-30.6% | $4,028-2.8% |
| Admin fee / account holder | $1,832 | $5,755-68.2% | $14,677-87.5% | $5,404-66.1% |