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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 | $36,100 | $73,863-51.1% | $143,797-74.9% | $68,490-47.3% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -16.59% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $8,664 | $3,185+172.0% | $4,952+74.9% | $2,597+233.7% |
| Participant deferral / active EE | $5,949 | $3,385+75.8% | $5,638+5.5% | $4,028+47.7% |
| Admin fee / account holder | $551 | $5,756-90.4% | $14,679-96.2% | $5,403-89.8% |