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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 | $42,308 | $71,873-41.1% | $86,698-51.2% | $68,490-38.2% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -18.69% | 3.54%-22.2pp | 35.96%-54.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,912 | $2,173-12.0% | $2,837-32.6% | $2,597-26.4% |
| Participant deferral / active EE | $3,307 | $3,779-12.5% | $4,656-29.0% | $4,028-17.9% |
| Admin fee / account holder | $481 | $6,110-92.1% | $7,492-93.6% | $5,403-91.1% |