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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 | $32,453 | $59,813-45.7% | $79,580-59.2% | $68,486-52.6% |
| Participation rate | 96.9% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.0pp |
| Annual return | -15.46% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,042 | $1,505+35.7% | $2,413-15.4% | $2,597-21.4% |
| Participant deferral / active EE | $1,388 | $3,024-54.1% | $3,985-65.2% | $4,028-65.5% |
| Admin fee / account holder | $3,806 | $4,835-21.3% | $6,835-44.3% | $5,404-29.6% |