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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 | $33,623 | $53,162-36.8% | $91,227-63.1% | $68,490-50.9% |
| Participation rate | 90.3% | 63.2%+27.1pp | 73.2%+17.1pp | 67.9%+22.4pp |
| Annual return | -16.49% | -3.14%-13.4pp | 114.14%-130.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,638 | $1,709-4.2% | $2,851-42.6% | $2,597-36.9% |
| Participant deferral / active EE | $2,861 | $2,974-3.8% | $4,234-32.4% | $4,028-29.0% |
| Admin fee / account holder | $1,680 | $4,493-62.6% | $5,423-69.0% | $5,403-68.9% |