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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 | $41,478 | $73,863-43.8% | $143,797-71.2% | $68,490-39.4% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.3pp |
| Annual return | -16.52% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,389 | $3,185-25.0% | $4,952-51.8% | $2,597-8.0% |
| Participant deferral / active EE | $4,713 | $3,385+39.2% | $5,638-16.4% | $4,028+17.0% |
| Admin fee / account holder | $2,192 | $5,756-61.9% | $14,679-85.1% | $5,403-59.4% |