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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 | $33,176 | $42,910-22.7% | $60,919-45.5% | $68,490-51.6% |
| Participation rate | 77.0% | 66.8%+10.3pp | 73.1%+3.9pp | 67.9%+9.1pp |
| Annual return | -16.13% | -13.99%-2.1pp | 16.96%-33.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,939 | $1,978-2.0% | $2,704-28.3% | $2,597-25.3% |
| Participant deferral / active EE | $1,379 | $2,866-51.9% | $3,814-63.8% | $4,028-65.8% |
| Admin fee / account holder | $1,070 | $3,104-65.5% | $3,228-66.9% | $5,403-80.2% |