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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 | $44,024 | $81,870-46.2% | $119,634-63.2% | $68,490-35.7% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -16.81% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,607 | $2,692-40.3% | $4,232-62.0% | $2,597-38.1% |
| Participant deferral / active EE | $3,750 | $4,148-9.6% | $5,601-33.1% | $4,028-6.9% |
| Admin fee / account holder | $1,103 | $6,583-83.2% | $10,329-89.3% | $5,403-79.6% |