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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 | $46,395 | $59,819-22.4% | $79,583-41.7% | $68,490-32.3% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -19.17% | -12.30%-6.9pp | 0.16%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $4,861 | $1,505+222.9% | $2,414+101.4% | $2,597+87.2% |
| Participant deferral / active EE | $1,797 | $3,025-40.6% | $3,986-54.9% | $4,028-55.4% |
| Admin fee / account holder | $3,336 | $4,835-31.0% | $6,835-51.2% | $5,403-38.3% |