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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 | $32,709 | $42,909-23.8% | $60,906-46.3% | $68,486-52.2% |
| Participation rate | 80.4% | 66.8%+13.6pp | 73.1%+7.3pp | 67.9%+12.5pp |
| Annual return | -15.11% | -13.99%-1.1pp | 16.94%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,112 | $1,979-43.8% | $2,703-58.9% | $2,597-57.2% |
| Participant deferral / active EE | $2,558 | $2,866-10.8% | $3,814-32.9% | $4,028-36.5% |
| Admin fee / account holder | $1,031 | $3,104-66.8% | $3,227-68.0% | $5,404-80.9% |