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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 | $52,886 | $73,863-28.4% | $143,797-63.2% | $68,490-22.8% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -15.71% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,082 | $3,185+59.6% | $4,952+2.6% | $2,597+95.7% |
| Participant deferral / active EE | $3,223 | $3,385-4.8% | $5,638-42.8% | $4,028-20.0% |
| Admin fee / account holder | $1,686 | $5,756-70.7% | $14,679-88.5% | $5,403-68.8% |