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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 | $30,255 | $73,863-59.0% | $143,797-79.0% | $68,490-55.8% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -14.59% | 0.91%-15.5pp | -0.04%-14.6pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,457 | $3,185+134.1% | $4,952+50.6% | $2,597+187.2% |
| Participant deferral / active EE | $4,492 | $3,385+32.7% | $5,638-20.3% | $4,028+11.5% |
| Admin fee / account holder | $3,034 | $5,756-47.3% | $14,679-79.3% | $5,403-43.9% |