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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 | $45,714 | $71,873-36.4% | $86,698-47.3% | $68,490-33.3% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -10.33% | 3.54%-13.9pp | 35.96%-46.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $5,207 | $2,173+139.6% | $2,837+83.5% | $2,597+100.5% |
| Participant deferral / active EE | $1,911 | $3,779-49.4% | $4,656-59.0% | $4,028-52.6% |
| Admin fee / account holder | $2,035 | $6,110-66.7% | $7,492-72.8% | $5,403-62.3% |