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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 | $52,940 | $42,910+23.4% | $60,919-13.1% | $68,490-22.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -11.07% | -13.99%+2.9pp | 16.96%-28.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,221 | $1,978-38.3% | $2,704-54.8% | $2,597-53.0% |
| Participant deferral / active EE | $1,018 | $2,866-64.5% | $3,814-73.3% | $4,028-74.7% |
| Admin fee / account holder | $1,873 | $3,104-39.7% | $3,228-42.0% | $5,403-65.3% |