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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 | $42,761 | $42,910-0.3% | $60,919-29.8% | $68,490-37.6% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -12.65% | -13.99%+1.3pp | 16.96%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $6,166 | $1,978+211.6% | $2,704+128.0% | $2,597+137.4% |
| Participant deferral / active EE | $4,048 | $2,866+41.3% | $3,814+6.1% | $4,028+0.5% |
| Admin fee / account holder | $3,742 | $3,104+20.5% | $3,228+15.9% | $5,403-30.7% |