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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 | $46,689-19.5% | $117,498-68.0% | $68,495-45.1% |
| Participation rate | 98.3% | 56.8%+41.5pp | 70.6%+27.7pp | 67.9%+30.4pp |
| Annual return | -12.60% | -14.52%+1.9pp | 29.75%-42.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,719 | $1,505+14.2% | $4,178-58.9% | $2,596-33.8% |
| Participant deferral / active EE | $1,682 | $2,637-36.2% | $4,071-58.7% | $4,028-58.2% |
| Admin fee / account holder | $2,738 | $4,021-31.9% | $5,646-51.5% | $5,403-49.3% |