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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 | $46,208 | $73,848-37.4% | $143,799-67.9% | $68,486-32.5% |
| Participation rate | 89.1% | 66.7%+22.4pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -7.37% | 0.91%-8.3pp | -0.04%-7.3pp | -7.85%+0.5pp |
| Employer contribution / active EE | $6,143 | $3,184+92.9% | $4,952+24.0% | $2,597+136.6% |
| Participant deferral / active EE | $10,808 | $3,385+219.3% | $5,638+91.7% | $4,028+168.4% |
| Admin fee / account holder | $2,583 | $5,755-55.1% | $14,677-82.4% | $5,404-52.2% |