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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 | $23,817 | $71,878-66.9% | $86,698-72.5% | $68,486-65.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -14.76% | 3.53%-18.3pp | 35.95%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,997 | $2,173-8.1% | $2,837-29.6% | $2,597-23.1% |
| Participant deferral / active EE | $4,106 | $3,779+8.6% | $4,656-11.8% | $4,028+1.9% |
| Admin fee / account holder | $7,864 | $6,113+28.7% | $7,493+5.0% | $5,404+45.5% |