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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 | $30,732 | $59,819-48.6% | $79,583-61.4% | $68,490-55.1% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -18.08% | -12.30%-5.8pp | 0.16%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,656 | $1,505+209.3% | $2,414+92.9% | $2,597+79.3% |
| Participant deferral / active EE | $2,257 | $3,025-25.4% | $3,986-43.4% | $4,028-44.0% |
| Admin fee / account holder | $1,231 | $4,835-74.5% | $6,835-82.0% | $5,403-77.2% |