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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 | $48,429 | $64,719-25.2% | $112,249-56.9% | $68,486-29.3% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+18.9pp |
| Annual return | -10.92% | -11.40%+0.5pp | 27.48%-38.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $822 | $2,747-70.1% | $3,636-77.4% | $2,597-68.3% |
| Participant deferral / active EE | $4,173 | $3,565+17.1% | $4,729-11.8% | $4,028+3.6% |
| Admin fee / account holder | $10,617 | $5,232+102.9% | $6,412+65.6% | $5,404+96.5% |