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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 | $38,225 | $42,910-10.9% | $60,919-37.3% | $68,490-44.2% |
| Participation rate | 95.0% | 66.8%+28.2pp | 73.1%+21.9pp | 67.9%+27.1pp |
| Annual return | -13.41% | -13.99%+0.6pp | 16.96%-30.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $775 | $1,978-60.8% | $2,704-71.3% | $2,597-70.2% |
| Participant deferral / active EE | $2,047 | $2,866-28.6% | $3,814-46.3% | $4,028-49.2% |
| Admin fee / account holder | $3,090 | $3,104-0.5% | $3,228-4.3% | $5,403-42.8% |