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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 | $34,842 | $53,546-34.9% | $69,890-50.1% | $68,490-49.1% |
| Participation rate | 92.7% | 64.5%+28.2pp | 70.5%+22.2pp | 67.9%+24.8pp |
| Annual return | -15.78% | -13.87%-1.9pp | 190.84%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,747 | $2,019+36.1% | $2,560+7.3% | $2,597+5.8% |
| Participant deferral / active EE | $3,862 | $2,957+30.6% | $3,848+0.3% | $4,028-4.1% |
| Admin fee / account holder | $3,870 | $4,693-17.5% | $6,267-38.3% | $5,403-28.4% |