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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 | $40,732 | $73,863-44.9% | $143,797-71.7% | $68,490-40.5% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -16.23% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $6,022 | $3,185+89.1% | $4,952+21.6% | $2,597+131.9% |
| Participant deferral / active EE | $2,620 | $3,385-22.6% | $5,638-53.5% | $4,028-35.0% |
| Admin fee / account holder | $1,602 | $5,756-72.2% | $14,679-89.1% | $5,403-70.3% |