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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 | $35,057 | $46,697-24.9% | $117,529-70.2% | $68,490-48.8% |
| Participation rate | 93.8% | 56.8%+37.0pp | 70.6%+23.1pp | 67.9%+25.9pp |
| Annual return | -12.26% | -14.52%+2.3pp | 29.77%-42.0pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,664 | $1,506+10.5% | $4,179-60.2% | $2,597-35.9% |
| Participant deferral / active EE | $4,009 | $2,637+52.0% | $4,072-1.6% | $4,028-0.5% |
| Admin fee / account holder | $1,293 | $4,023-67.9% | $5,645-77.1% | $5,403-76.1% |