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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 | $40,517 | $64,719-37.4% | $112,249-63.9% | $68,486-40.8% |
| Participation rate | 73.2% | 67.2%+6.0pp | 75.1%-1.9pp | 67.9%+5.3pp |
| Annual return | -15.75% | -11.40%-4.4pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,351 | $2,747-50.8% | $3,636-62.9% | $2,597-48.0% |
| Participant deferral / active EE | $2,445 | $3,565-31.4% | $4,729-48.3% | $4,028-39.3% |
| Admin fee / account holder | $2,888 | $5,232-44.8% | $6,412-55.0% | $5,404-46.6% |