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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 | $36,763 | $81,870-55.1% | $119,634-69.3% | $68,490-46.3% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.98%-2.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,213 | $2,692-17.8% | $4,232-47.7% | $2,597-14.8% |
| Participant deferral / active EE | $6,613 | $4,148+59.4% | $5,601+18.1% | $4,028+64.2% |
| Admin fee / account holder | $761 | $6,583-88.4% | $10,329-92.6% | $5,403-85.9% |