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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 | $57,655 | $73,839-21.9% | $143,788-59.9% | $68,495-15.8% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -14.45% | 1.01%-15.5pp | -0.03%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $5,895 | $3,184+85.2% | $4,952+19.1% | $2,596+127.0% |
| Participant deferral / active EE | $4,813 | $3,384+42.2% | $5,638-14.6% | $4,028+19.5% |
| Admin fee / account holder | $2,772 | $5,755-51.8% | $14,675-81.1% | $5,403-48.7% |