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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 | $34,968 | $46,697-25.1% | $117,529-70.2% | $68,490-48.9% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -13.42% | -14.52%+1.1pp | 29.77%-43.2pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,759 | $1,506+16.8% | $4,179-57.9% | $2,597-32.3% |
| Participant deferral / active EE | $4,005 | $2,637+51.8% | $4,072-1.7% | $4,028-0.6% |
| Admin fee / account holder | $1,818 | $4,023-54.8% | $5,645-67.8% | $5,403-66.3% |