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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 | $36,843 | $56,339-34.6% | $104,299-64.7% | $68,490-46.2% |
| Participation rate | 87.8% | 63.3%+24.5pp | 73.3%+14.5pp | 67.9%+19.9pp |
| Annual return | -16.55% | -9.19%-7.4pp | 24.62%-41.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,330 | $1,960+18.9% | $3,373-30.9% | $2,597-10.3% |
| Participant deferral / active EE | $3,381 | $3,077+9.9% | $4,626-26.9% | $4,028-16.1% |
| Admin fee / account holder | $1,931 | $4,902-60.6% | $7,339-73.7% | $5,403-64.3% |