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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 | $29,648 | $81,870-63.8% | $119,622-75.2% | $68,486-56.7% |
| Participation rate | 87.0% | 71.9%+15.1pp | 79.3%+7.8pp | 67.9%+19.1pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,553 | $2,692-5.2% | $4,232-39.7% | $2,597-1.7% |
| Participant deferral / active EE | $4,161 | $4,148+0.3% | $5,601-25.7% | $4,028+3.3% |
| Admin fee / account holder | $1,365 | $6,583-79.3% | $10,328-86.8% | $5,404-74.7% |