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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 | $33,615 | $81,870-58.9% | $119,634-71.9% | $68,490-50.9% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -11.05% | -23.82%+12.8pp | -14.98%+3.9pp | -7.85%-3.2pp |
| Employer contribution / active EE | $937 | $2,692-65.2% | $4,232-77.9% | $2,597-63.9% |
| Participant deferral / active EE | $2,925 | $4,148-29.5% | $5,601-47.8% | $4,028-27.4% |
| Admin fee / account holder | $9,685 | $6,583+47.1% | $10,329-6.2% | $5,403+79.3% |