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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 | $41,301 | $71,873-42.5% | $86,698-52.4% | $68,490-39.7% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -15.77% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,463 | $2,173-32.7% | $2,837-48.4% | $2,597-43.7% |
| Participant deferral / active EE | $3,805 | $3,779+0.7% | $4,656-18.3% | $4,028-5.5% |
| Admin fee / account holder | $897 | $6,110-85.3% | $7,492-88.0% | $5,403-83.4% |