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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 | $51,200 | $42,917+19.3% | $60,899-15.9% | $68,495-25.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -13.66% | -13.99%+0.3pp | 16.92%-30.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,013 | $1,979-48.8% | $2,702-62.5% | $2,596-61.0% |
| Participant deferral / active EE | $1,855 | $2,867-35.3% | $3,817-51.4% | $4,028-53.9% |
| Admin fee / account holder | $1,094 | $3,102-64.7% | $3,225-66.1% | $5,403-79.8% |