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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 | $40,112 | $73,019-45.1% | $90,766-55.8% | $68,490-41.4% |
| Participation rate | 71.0% | 70.8%+0.1pp | 75.7%-4.7pp | 67.9%+3.1pp |
| Annual return | -16.68% | -13.81%-2.9pp | -12.16%-4.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,522 | $2,193-30.6% | $2,922-47.9% | $2,597-41.4% |
| Participant deferral / active EE | $3,789 | $3,626+4.5% | $4,565-17.0% | $4,028-5.9% |
| Admin fee / account holder | $917 | $5,897-84.4% | $8,446-89.1% | $5,403-83.0% |