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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 | $55,328 | $73,863-25.1% | $143,797-61.5% | $68,490-19.2% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -3.17% | 0.91%-4.1pp | -0.04%-3.1pp | -7.85%+4.7pp |
| Employer contribution / active EE | $13,947 | $3,185+337.9% | $4,952+181.6% | $2,597+437.1% |
| Participant deferral / active EE | $17,990 | $3,385+431.5% | $5,638+219.1% | $4,028+346.7% |
| Admin fee / account holder | $885 | $5,756-84.6% | $14,679-94.0% | $5,403-83.6% |