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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 | $42,321 | $42,909-1.4% | $60,906-30.5% | $68,486-38.2% |
| Participation rate | 86.3% | 66.8%+19.5pp | 73.1%+13.2pp | 67.9%+18.4pp |
| Annual return | -9.98% | -13.99%+4.0pp | 16.94%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $3,476 | $1,979+75.7% | $2,703+28.6% | $2,597+33.9% |
| Participant deferral / active EE | $3,940 | $2,866+37.5% | $3,814+3.3% | $4,028-2.2% |
| Admin fee / account holder | $1,428 | $3,104-54.0% | $3,227-55.7% | $5,404-73.6% |