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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 | $36,260 | $81,870-55.7% | $119,622-69.7% | $68,486-47.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -17.22% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,368 | $2,692-12.0% | $4,232-44.0% | $2,597-8.8% |
| Participant deferral / active EE | $3,267 | $4,148-21.2% | $5,601-41.7% | $4,028-18.9% |
| Admin fee / account holder | $1,065 | $6,583-83.8% | $10,328-89.7% | $5,404-80.3% |