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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 | $45,441 | $42,909+5.9% | $60,906-25.4% | $68,486-33.6% |
| Participation rate | 97.3% | 66.8%+30.5pp | 73.1%+24.2pp | 67.9%+29.4pp |
| Annual return | -16.95% | -13.99%-3.0pp | 16.94%-33.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,450 | $1,979-26.7% | $2,703-46.4% | $2,597-44.2% |
| Participant deferral / active EE | $3,134 | $2,866+9.3% | $3,814-17.8% | $4,028-22.2% |
| Admin fee / account holder | $14,025 | $3,104+351.8% | $3,227+334.6% | $5,404+159.5% |