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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 | $35,549 | $42,909-17.2% | $60,906-41.6% | $68,486-48.1% |
| Participation rate | 82.4% | 66.8%+15.6pp | 73.1%+9.3pp | 67.9%+14.5pp |
| Annual return | -16.97% | -13.99%-3.0pp | 16.94%-33.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,996 | $1,979+51.4% | $2,703+10.8% | $2,597+15.4% |
| Participant deferral / active EE | $6,088 | $2,866+112.4% | $3,814+59.6% | $4,028+51.2% |
| Admin fee / account holder | $1,168 | $3,104-62.4% | $3,227-63.8% | $5,404-78.4% |