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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 | $40,050 | $42,910-6.7% | $60,919-34.3% | $68,490-41.5% |
| Participation rate | 88.2% | 66.8%+21.5pp | 73.1%+15.1pp | 67.9%+20.3pp |
| Annual return | -2.82% | -13.99%+11.2pp | 16.96%-19.8pp | -7.85%+5.0pp |
| Employer contribution / active EE | $1,147 | $1,978-42.0% | $2,704-57.6% | $2,597-55.8% |
| Participant deferral / active EE | $8,297 | $2,866+189.5% | $3,814+117.5% | $4,028+106.0% |
| Admin fee / account holder | $2,996 | $3,104-3.5% | $3,228-7.2% | $5,403-44.6% |