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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 | $27,276 | $81,870-66.7% | $119,622-77.2% | $68,486-60.2% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.5pp | 67.9%+10.9pp |
| Annual return | -14.32% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,219 | $2,692-17.6% | $4,232-47.6% | $2,597-14.5% |
| Participant deferral / active EE | $5,103 | $4,148+23.0% | $5,601-8.9% | $4,028+26.7% |
| Admin fee / account holder | $1,697 | $6,583-74.2% | $10,328-83.6% | $5,404-68.6% |