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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 | $43,158 | $71,878-40.0% | $86,698-50.2% | $68,486-37.0% |
| Participation rate | 79.5% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -16.53% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,165 | $2,173-46.4% | $2,837-58.9% | $2,597-55.1% |
| Participant deferral / active EE | $4,020 | $3,779+6.4% | $4,656-13.7% | $4,028-0.2% |
| Admin fee / account holder | $5,259 | $6,113-14.0% | $7,493-29.8% | $5,404-2.7% |