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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 | $45,461 | $71,873-36.7% | $86,698-47.6% | $68,490-33.6% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -15.32% | 3.54%-18.9pp | 35.96%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $9,221 | $2,173+324.3% | $2,837+225.1% | $2,597+255.1% |
| Participant deferral / active EE | $4,190 | $3,779+10.9% | $4,656-10.0% | $4,028+4.0% |
| Admin fee / account holder | $53,119 | $6,110+769.3% | $7,492+609.0% | $5,403+883.2% |