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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 | $67,573 | $42,910+57.5% | $60,919+10.9% | $68,490-1.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -13.36% | -13.99%+0.6pp | 16.96%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,107 | $1,978-44.0% | $2,704-59.0% | $2,597-57.4% |
| Participant deferral / active EE | $2,199 | $2,866-23.2% | $3,814-42.3% | $4,028-45.4% |
| Admin fee / account holder | $4,069 | $3,104+31.1% | $3,228+26.1% | $5,403-24.7% |