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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 | $53,469 | $71,873-25.6% | $86,698-38.3% | $68,490-21.9% |
| Participation rate | 83.7% | 72.2%+11.4pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -16.11% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,041 | $2,173-6.1% | $2,837-28.1% | $2,597-21.4% |
| Participant deferral / active EE | $3,134 | $3,779-17.1% | $4,656-32.7% | $4,028-22.2% |
| Admin fee / account holder | $4,777 | $6,110-21.8% | $7,492-36.2% | $5,403-11.6% |