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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 | $30,880 | $81,870-62.3% | $119,608-74.2% | $68,495-54.9% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -16.21% | -23.82%+7.6pp | -14.98%-1.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,732 | $2,692-35.7% | $4,232-59.1% | $2,596-33.3% |
| Participant deferral / active EE | $4,404 | $4,148+6.2% | $5,601-21.4% | $4,028+9.3% |
| Admin fee / account holder | $3,546 | $6,583-46.1% | $10,326-65.7% | $5,403-34.4% |