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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 | $42,910-9.0% | $60,919-35.9% | $68,490-43.0% |
| Participation rate | 91.8% | 66.8%+25.0pp | 73.1%+18.7pp | 67.9%+23.9pp |
| Annual return | -14.81% | -13.99%-0.8pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $976 | $1,978-50.7% | $2,704-63.9% | $2,597-62.4% |
| Participant deferral / active EE | $3,997 | $2,866+39.5% | $3,814+4.8% | $4,028-0.8% |
| Admin fee / account holder | $2,554 | $3,104-17.7% | $3,228-20.9% | $5,403-52.7% |