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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 | $48,601 | $42,910+13.3% | $60,919-20.2% | $68,490-29.0% |
| Participation rate | 97.2% | 66.8%+30.5pp | 73.1%+24.1pp | 67.9%+29.3pp |
| Annual return | -12.39% | -13.99%+1.6pp | 16.96%-29.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,929 | $1,978-2.5% | $2,704-28.7% | $2,597-25.7% |
| Participant deferral / active EE | $1,610 | $2,866-43.8% | $3,814-57.8% | $4,028-60.0% |
| Admin fee / account holder | $468 | $3,104-84.9% | $3,228-85.5% | $5,403-91.3% |