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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 | $37,069 | $53,546-30.8% | $69,890-47.0% | $68,490-45.9% |
| Participation rate | 90.0% | 64.5%+25.5pp | 70.5%+19.5pp | 67.9%+22.1pp |
| Annual return | -6.79% | -13.87%+7.1pp | 190.84%-197.6pp | -7.85%+1.1pp |
| Employer contribution / active EE | $1,310 | $2,019-35.1% | $2,560-48.9% | $2,597-49.6% |
| Participant deferral / active EE | $3,221 | $2,957+8.9% | $3,848-16.3% | $4,028-20.0% |
| Admin fee / account holder | $532 | $4,693-88.7% | $6,267-91.5% | $5,403-90.2% |