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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 | $29,913 | $42,910-30.3% | $60,919-50.9% | $68,490-56.3% |
| Participation rate | 81.5% | 66.8%+14.7pp | 73.1%+8.4pp | 67.9%+13.6pp |
| Annual return | -17.19% | -13.99%-3.2pp | 16.96%-34.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,684 | $1,978+35.7% | $2,704-0.7% | $2,597+3.4% |
| Participant deferral / active EE | $6,247 | $2,866+118.0% | $3,814+63.8% | $4,028+55.1% |
| Admin fee / account holder | $1,846 | $3,104-40.5% | $3,228-42.8% | $5,403-65.8% |