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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 | $39,300 | $73,009-46.2% | $90,760-56.7% | $68,486-42.6% |
| Participation rate | 93.2% | 70.8%+22.4pp | 75.7%+17.5pp | 67.9%+25.3pp |
| Annual return | -13.17% | -13.81%+0.6pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,588 | $2,193+18.0% | $2,922-11.4% | $2,597-0.3% |
| Participant deferral / active EE | $1,609 | $3,626-55.6% | $4,565-64.8% | $4,028-60.1% |
| Admin fee / account holder | $2,232 | $5,896-62.1% | $8,444-73.6% | $5,404-58.7% |