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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 | $37,922 | $42,910-11.6% | $60,919-37.7% | $68,490-44.6% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.1pp | 67.9%+28.4pp |
| Annual return | -7.91% | -13.99%+6.1pp | 16.96%-24.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $1,510 | $1,978-23.7% | $2,704-44.1% | $2,597-41.8% |
| Participant deferral / active EE | $1,638 | $2,866-42.8% | $3,814-57.1% | $4,028-59.3% |
| Admin fee / account holder | $2,009 | $3,104-35.3% | $3,228-37.7% | $5,403-62.8% |