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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 | $33,828 | $53,546-36.8% | $69,884-51.6% | $68,486-50.6% |
| Participation rate | 96.9% | 64.5%+32.3pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -17.80% | -13.87%-3.9pp | 190.81%-208.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,844 | $2,019-8.7% | $2,560-28.0% | $2,597-29.0% |
| Participant deferral / active EE | $1,893 | $2,957-36.0% | $3,848-50.8% | $4,028-53.0% |
| Admin fee / account holder | $2,214 | $4,693-52.8% | $6,266-64.7% | $5,404-59.0% |