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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 | $34,330 | $64,719-47.0% | $112,249-69.4% | $68,486-49.9% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | -15.55% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,363 | $2,747-50.4% | $3,636-62.5% | $2,597-47.5% |
| Participant deferral / active EE | $1,801 | $3,565-49.5% | $4,729-61.9% | $4,028-55.3% |
| Admin fee / account holder | $450 | $5,232-91.4% | $6,412-93.0% | $5,404-91.7% |