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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 | $29,155 | $42,910-32.1% | $60,919-52.1% | $68,490-57.4% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -11.34% | -13.99%+2.7pp | 16.96%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $3,333 | $1,978+68.5% | $2,704+23.3% | $2,597+28.4% |
| Participant deferral / active EE | $2,827 | $2,866-1.3% | $3,814-25.9% | $4,028-29.8% |
| Admin fee / account holder | $460 | $3,104-85.2% | $3,228-85.8% | $5,403-91.5% |