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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 | $38,989 | $71,878-45.8% | $86,698-55.0% | $68,486-43.1% |
| Participation rate | 81.3% | 72.2%+9.1pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -11.38% | 3.53%-14.9pp | 35.95%-47.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,946 | $2,173+35.5% | $2,837+3.8% | $2,597+13.4% |
| Participant deferral / active EE | $2,952 | $3,779-21.9% | $4,656-36.6% | $4,028-26.7% |
| Admin fee / account holder | $2,063 | $6,113-66.3% | $7,493-72.5% | $5,404-61.8% |