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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 | $57,769 | $64,719-10.7% | $112,249-48.5% | $68,486-15.6% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -14.38% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,544 | $2,747-43.8% | $3,636-57.5% | $2,597-40.5% |
| Participant deferral / active EE | $4,980 | $3,565+39.7% | $4,729+5.3% | $4,028+23.6% |
| Admin fee / account holder | $2,412 | $5,232-53.9% | $6,412-62.4% | $5,404-55.4% |