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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 | $22,528 | $73,848-69.5% | $143,799-84.3% | $68,486-67.1% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -8.39% | 0.91%-9.3pp | -0.04%-8.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $3,951 | $3,184+24.1% | $4,952-20.2% | $2,597+52.2% |
| Participant deferral / active EE | $6,055 | $3,385+78.9% | $5,638+7.4% | $4,028+50.3% |
| Admin fee / account holder | $35,128 | $5,755+510.4% | $14,677+139.3% | $5,404+550.1% |