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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 | $67,888 | $73,848-8.1% | $143,799-52.8% | $68,486-0.9% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -11.22% | 0.91%-12.1pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $3,964 | $3,184+24.5% | $4,952-19.9% | $2,597+52.7% |
| Participant deferral / active EE | $3,552 | $3,385+4.9% | $5,638-37.0% | $4,028-11.8% |
| Admin fee / account holder | $46,984 | $5,755+716.4% | $14,677+220.1% | $5,404+769.5% |