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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 | $25,997 | $64,729-59.8% | $112,263-76.8% | $68,490-62.0% |
| Participation rate | 97.4% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.5pp |
| Annual return | -14.30% | -11.40%-2.9pp | 27.49%-41.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,034 | $2,746-25.9% | $3,636-44.1% | $2,597-21.7% |
| Participant deferral / active EE | $4,431 | $3,566+24.3% | $4,729-6.3% | $4,028+10.0% |
| Admin fee / account holder | $871 | $5,222-83.3% | $6,410-86.4% | $5,403-83.9% |