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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 | $32,032 | $42,910-25.4% | $60,919-47.4% | $68,490-53.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -9.27% | -13.99%+4.7pp | 16.96%-26.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $3,300 | $1,978+66.8% | $2,704+22.1% | $2,597+27.1% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,740 | $3,104-11.7% | $3,228-15.1% | $5,403-49.3% |