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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 | $40,079 | $73,839-45.7% | $143,788-72.1% | $68,495-41.5% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -15.07% | 1.01%-16.1pp | -0.03%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,837 | $3,184-42.3% | $4,952-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $3,427 | $3,384+1.3% | $5,638-39.2% | $4,028-14.9% |
| Admin fee / account holder | $9,559 | $5,755+66.1% | $14,675-34.9% | $5,403+76.9% |