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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 | $50,382 | $110,083-54.2% | $151,639-66.8% | $68,486-26.4% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -15.28% | -10.12%-5.2pp | 3.34%-18.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,237 | $4,470-50.0% | $6,165-63.7% | $2,597-13.9% |
| Participant deferral / active EE | $4,464 | $6,526-31.6% | $8,363-46.6% | $4,028+10.8% |
| Admin fee / account holder | $4,281 | $7,718-44.5% | $11,613-63.1% | $5,404-20.8% |