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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 | $37,712 | $81,870-53.9% | $119,622-68.5% | $68,486-44.9% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -16.80% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,876 | $2,692-30.3% | $4,232-55.7% | $2,597-27.7% |
| Participant deferral / active EE | $5,257 | $4,148+26.7% | $5,601-6.1% | $4,028+30.5% |
| Admin fee / account holder | $923 | $6,583-86.0% | $10,328-91.1% | $5,404-82.9% |