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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 | $73,223 | $56,339+30.0% | $104,301-29.8% | $68,486+6.9% |
| Participation rate | 87.5% | 63.3%+24.2pp | 73.3%+14.2pp | 67.9%+19.6pp |
| Annual return | -17.61% | -9.19%-8.4pp | 24.61%-42.2pp | -7.85%-9.8pp |
| Employer contribution / active EE | $750 | $1,960-61.7% | $3,373-77.8% | $2,597-71.1% |
| Participant deferral / active EE | $2,449 | $3,077-20.4% | $4,626-47.0% | $4,028-39.2% |
| Admin fee / account holder | $3,140 | $4,902-35.9% | $7,340-57.2% | $5,404-41.9% |