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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 | $64,927 | $73,848-12.1% | $143,799-54.8% | $68,486-5.2% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -17.01% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,054 | $3,184-4.1% | $4,952-38.3% | $2,597+17.6% |
| Participant deferral / active EE | $8,431 | $3,385+149.1% | $5,638+49.5% | $4,028+109.3% |
| Admin fee / account holder | $17,123 | $5,755+197.5% | $14,677+16.7% | $5,404+216.9% |