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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 | $57,732 | $64,729-10.8% | $112,263-48.6% | $68,490-15.7% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -17.82% | -11.40%-6.4pp | 27.49%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,639 | $2,746-40.3% | $3,636-54.9% | $2,597-36.9% |
| Participant deferral / active EE | $3,870 | $3,566+8.5% | $4,729-18.2% | $4,028-3.9% |
| Admin fee / account holder | $4,943 | $5,222-5.3% | $6,410-22.9% | $5,403-8.5% |