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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 | $38,469 | $73,848-47.9% | $143,799-73.2% | $68,486-43.8% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -13.29% | 0.91%-14.2pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $6,848 | $3,184+115.0% | $4,952+38.3% | $2,597+163.7% |
| Participant deferral / active EE | $3,610 | $3,385+6.7% | $5,638-36.0% | $4,028-10.4% |
| Admin fee / account holder | $7,853 | $5,755+36.5% | $14,677-46.5% | $5,404+45.3% |