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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 | $52,188 | $59,813-12.7% | $79,580-34.4% | $68,486-23.8% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.5%+15.7pp | 67.9%+17.3pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $686 | $1,505-54.4% | $2,413-71.6% | $2,597-73.6% |
| Participant deferral / active EE | $4,754 | $3,024+57.2% | $3,985+19.3% | $4,028+18.0% |
| Admin fee / account holder | $1,217 | $4,835-74.8% | $6,835-82.2% | $5,404-77.5% |