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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 | $39,745 | $59,819-33.6% | $79,583-50.1% | $68,490-42.0% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -12.36% | -12.30%-0.1pp | 0.16%-12.5pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,597 | $1,505+6.1% | $2,414-33.8% | $2,597-38.5% |
| Participant deferral / active EE | $2,805 | $3,025-7.3% | $3,986-29.6% | $4,028-30.4% |
| Admin fee / account holder | $2,880 | $4,835-40.4% | $6,835-57.9% | $5,403-46.7% |