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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 | $50,181 | $71,878-30.2% | $86,698-42.1% | $68,486-26.7% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -15.88% | 3.53%-19.4pp | 35.95%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,036 | $2,173-52.3% | $2,837-63.5% | $2,597-60.1% |
| Participant deferral / active EE | $2,799 | $3,779-25.9% | $4,656-39.9% | $4,028-30.5% |
| Admin fee / account holder | $10,519 | $6,113+72.1% | $7,493+40.4% | $5,404+94.7% |