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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 | $27,126 | $42,910-36.8% | $60,919-55.5% | $68,490-60.4% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -7.13% | -13.99%+6.9pp | 16.96%-24.1pp | -7.85%+0.7pp |
| Employer contribution / active EE | $1,517 | $1,978-23.3% | $2,704-43.9% | $2,597-41.6% |
| Participant deferral / active EE | $1,152 | $2,866-59.8% | $3,814-69.8% | $4,028-71.4% |
| Admin fee / account holder | $1,574 | $3,104-49.3% | $3,228-51.2% | $5,403-70.9% |