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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 | $39,377 | $62,583-37.1% | $76,767-48.7% | $64,173-38.6% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -7.11% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,444 | $1,832-21.2% | $2,485-41.9% | $2,381-39.3% |
| Participant deferral / active EE | $1,657 | $3,145-47.3% | $3,852-57.0% | $3,470-52.2% |
| Admin fee / account holder | $1,071 | $4,667-77.0% | $6,675-84.0% | $4,887-78.1% |