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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 | $34,783 | $42,910-18.9% | $60,919-42.9% | $68,490-49.2% |
| Participation rate | 93.5% | 66.8%+26.8pp | 73.1%+20.4pp | 67.9%+25.7pp |
| Annual return | -9.41% | -13.99%+4.6pp | 16.96%-26.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $3,049 | $1,978+54.1% | $2,704+12.8% | $2,597+17.4% |
| Participant deferral / active EE | $2,197 | $2,866-23.3% | $3,814-42.4% | $4,028-45.5% |
| Admin fee / account holder | $355 | $3,104-88.6% | $3,228-89.0% | $5,403-93.4% |