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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 | $39,205 | $64,729-39.4% | $112,263-65.1% | $68,490-42.8% |
| Participation rate | 98.2% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.3pp |
| Annual return | -14.75% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,697 | $2,746-38.2% | $3,636-53.3% | $2,597-34.7% |
| Participant deferral / active EE | $2,659 | $3,566-25.4% | $4,729-43.8% | $4,028-34.0% |
| Admin fee / account holder | $3,005 | $5,222-42.5% | $6,410-53.1% | $5,403-44.4% |