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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 | $56,430 | $71,873-21.5% | $86,698-34.9% | $68,490-17.6% |
| Participation rate | 95.0% | 72.2%+22.8pp | 76.6%+18.4pp | 67.9%+27.1pp |
| Annual return | -3.30% | 3.54%-6.8pp | 35.96%-39.3pp | -7.85%+4.6pp |
| Employer contribution / active EE | $5,549 | $2,173+155.3% | $2,837+95.6% | $2,597+113.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,405 | $6,110-60.6% | $7,492-67.9% | $5,403-55.5% |