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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 | $40,358 | $64,719-37.6% | $112,249-64.0% | $68,486-41.1% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,879 | $2,747-31.6% | $3,636-48.3% | $2,597-27.6% |
| Participant deferral / active EE | $3,888 | $3,565+9.1% | $4,729-17.8% | $4,028-3.5% |
| Admin fee / account holder | $2,407 | $5,232-54.0% | $6,412-62.5% | $5,404-55.5% |