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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 | $30,519 | $42,909-28.9% | $60,906-49.9% | $68,486-55.4% |
| Participation rate | 95.8% | 66.8%+29.1pp | 73.1%+22.7pp | 67.9%+27.9pp |
| Annual return | -12.32% | -13.99%+1.7pp | 16.94%-29.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $454 | $1,979-77.1% | $2,703-83.2% | $2,597-82.5% |
| Participant deferral / active EE | $1,270 | $2,866-55.7% | $3,814-66.7% | $4,028-68.5% |
| Admin fee / account holder | $1,399 | $3,104-54.9% | $3,227-56.6% | $5,404-74.1% |