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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 | $53,528 | $73,848-27.5% | $143,799-62.8% | $68,486-21.8% |
| Participation rate | 76.2% | 66.7%+9.5pp | 80.3%-4.1pp | 67.9%+8.3pp |
| Annual return | -19.14% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,772 | $3,184-44.4% | $4,952-64.2% | $2,597-31.8% |
| Participant deferral / active EE | $6,359 | $3,385+87.9% | $5,638+12.8% | $4,028+57.9% |
| Admin fee / account holder | $3,888 | $5,755-32.4% | $14,677-73.5% | $5,404-28.1% |