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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 | $37,586 | $46,697-19.5% | $117,533-68.0% | $68,486-45.1% |
| Participation rate | 98.3% | 56.8%+41.6pp | 70.6%+27.7pp | 67.9%+30.4pp |
| Annual return | -12.60% | -14.52%+1.9pp | 29.77%-42.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,719 | $1,506+14.2% | $4,179-58.9% | $2,597-33.8% |
| Participant deferral / active EE | $1,682 | $2,637-36.2% | $4,072-58.7% | $4,028-58.2% |
| Admin fee / account holder | $2,738 | $4,023-31.9% | $5,647-51.5% | $5,404-49.3% |