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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 | $42,196 | $42,917-1.7% | $60,899-30.7% | $68,495-38.4% |
| Participation rate | 96.4% | 66.8%+29.6pp | 73.1%+23.3pp | 67.9%+28.5pp |
| Annual return | -12.08% | -13.99%+1.9pp | 16.92%-29.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,656 | $1,979+34.2% | $2,702-1.7% | $2,596+2.3% |
| Participant deferral / active EE | $4,484 | $2,867+56.4% | $3,817+17.5% | $4,028+11.3% |
| Admin fee / account holder | $1,332 | $3,102-57.1% | $3,225-58.7% | $5,403-75.4% |