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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 | $34,367 | $42,909-19.9% | $60,906-43.6% | $68,486-49.8% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -11.99% | -13.99%+2.0pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,261 | $1,979-36.3% | $2,703-53.4% | $2,597-51.5% |
| Participant deferral / active EE | $2,047 | $2,866-28.6% | $3,814-46.3% | $4,028-49.2% |
| Admin fee / account holder | $4,148 | $3,104+33.6% | $3,227+28.5% | $5,404-23.2% |