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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 | $32,591 | $64,719-49.6% | $112,249-71.0% | $68,486-52.4% |
| Participation rate | 79.0% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.1pp |
| Annual return | -16.11% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,962 | $2,747+44.2% | $3,636+9.0% | $2,597+52.6% |
| Participant deferral / active EE | $2,253 | $3,565-36.8% | $4,729-52.3% | $4,028-44.1% |
| Admin fee / account holder | $2,274 | $5,232-56.5% | $6,412-64.5% | $5,404-57.9% |