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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 | $31,947 | $42,909-25.5% | $60,906-47.5% | $68,486-53.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -12.08% | -13.99%+1.9pp | 16.94%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $3,415 | $1,979+72.6% | $2,703+26.4% | $2,597+31.5% |
| Participant deferral / active EE | $1,958 | $2,866-31.7% | $3,814-48.7% | $4,028-51.4% |
| Admin fee / account holder | $2,741 | $3,104-11.7% | $3,227-15.1% | $5,404-49.3% |