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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 | $39,059 | $42,917-9.0% | $60,899-35.9% | $68,495-43.0% |
| Participation rate | 91.8% | 66.8%+25.0pp | 73.1%+18.7pp | 67.9%+23.9pp |
| Annual return | -14.81% | -13.99%-0.8pp | 16.92%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $976 | $1,979-50.7% | $2,702-63.9% | $2,596-62.4% |
| Participant deferral / active EE | $3,997 | $2,867+39.4% | $3,817+4.7% | $4,028-0.8% |
| Admin fee / account holder | $2,554 | $3,102-17.7% | $3,225-20.8% | $5,403-52.7% |