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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 | $52,275 | $53,162-1.7% | $91,225-42.7% | $68,486-23.7% |
| Participation rate | 84.0% | 63.2%+20.8pp | 73.2%+10.8pp | 67.9%+16.1pp |
| Annual return | -17.06% | -3.14%-13.9pp | 114.12%-131.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,921 | $1,709+12.4% | $2,851-32.6% | $2,597-26.0% |
| Participant deferral / active EE | $4,017 | $2,974+35.1% | $4,233-5.1% | $4,028-0.3% |
| Admin fee / account holder | $3,626 | $4,493-19.3% | $5,422-33.1% | $5,404-32.9% |