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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 | $32,970 | $71,873-54.1% | $86,698-62.0% | $68,490-51.9% |
| Participation rate | 96.5% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.6pp |
| Annual return | -17.15% | 3.54%-20.7pp | 35.96%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,547 | $2,173-28.8% | $2,837-45.5% | $2,597-40.4% |
| Participant deferral / active EE | $2,962 | $3,779-21.6% | $4,656-36.4% | $4,028-26.5% |
| Admin fee / account holder | $2,040 | $6,110-66.6% | $7,492-72.8% | $5,403-62.2% |