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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 | $57,554 | $59,819-3.8% | $79,583-27.7% | $68,490-16.0% |
| Participation rate | 78.7% | 61.1%+17.7pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -18.75% | -12.30%-6.5pp | 0.16%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,071 | $1,505-28.8% | $2,414-55.6% | $2,597-58.7% |
| Participant deferral / active EE | $2,802 | $3,025-7.4% | $3,986-29.7% | $4,028-30.4% |
| Admin fee / account holder | $2,824 | $4,835-41.6% | $6,835-58.7% | $5,403-47.7% |