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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 | $28,811 | $48,267-40.3% | $68,808-58.1% | $68,486-57.9% |
| Participation rate | 98.6% | 60.7%+38.0pp | 69.0%+29.6pp | 67.9%+30.7pp |
| Annual return | -16.27% | -12.70%-3.6pp | -6.37%-9.9pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,385 | $1,829+30.4% | $2,656-10.2% | $2,597-8.2% |
| Participant deferral / active EE | $1,601 | $2,867-44.2% | $3,942-59.4% | $4,028-60.3% |
| Admin fee / account holder | $4,023 | $4,362-7.8% | $4,936-18.5% | $5,404-25.6% |