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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 | $28,862 | $71,878-59.8% | $86,698-66.7% | $68,486-57.9% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -17.65% | 3.53%-21.2pp | 35.95%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,659 | $2,173-23.6% | $2,837-41.5% | $2,597-36.1% |
| Participant deferral / active EE | $3,211 | $3,779-15.0% | $4,656-31.0% | $4,028-20.3% |
| Admin fee / account holder | $1,818 | $6,113-70.3% | $7,493-75.7% | $5,404-66.4% |