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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 | $46,924 | $64,719-27.5% | $112,249-58.2% | $68,486-31.5% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+18.9pp |
| Annual return | -18.45% | -11.40%-7.1pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,920 | $2,747+6.3% | $3,636-19.7% | $2,597+12.5% |
| Participant deferral / active EE | $5,456 | $3,565+53.0% | $4,729+15.4% | $4,028+35.5% |
| Admin fee / account holder | $1,626 | $5,232-68.9% | $6,412-74.6% | $5,404-69.9% |