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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 | $36,126 | $54,229-33.4% | $70,093-48.5% | $68,498-47.3% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -16.33% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,129 | $2,018-44.0% | $2,560-55.9% | $2,596-56.5% |
| Participant deferral / active EE | $1,706 | $2,956-42.3% | $3,849-55.7% | $4,027-57.6% |
| Admin fee / account holder | $5,252 | $4,694+11.9% | $6,267-16.2% | $5,403-2.8% |