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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 | $30,597 | $64,716-52.7% | $112,258-72.7% | $68,495-55.3% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.1%+23.5pp | 67.9%+30.7pp |
| Annual return | -17.00% | -11.40%-5.6pp | 27.47%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $857 | $2,746-68.8% | $3,636-76.4% | $2,596-67.0% |
| Participant deferral / active EE | $1,757 | $3,565-50.7% | $4,728-62.8% | $4,028-56.4% |
| Admin fee / account holder | $2,961 | $5,232-43.4% | $6,411-53.8% | $5,403-45.2% |