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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 | $47,670 | $73,839-35.4% | $143,788-66.8% | $68,495-30.4% |
| Participation rate | 82.7% | 66.7%+16.0pp | 80.3%+2.4pp | 67.9%+14.8pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.03%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,747 | $3,184-13.7% | $4,952-44.5% | $2,596+5.8% |
| Participant deferral / active EE | $6,717 | $3,384+98.5% | $5,638+19.1% | $4,028+66.8% |
| Admin fee / account holder | $2,535 | $5,755-56.0% | $14,675-82.7% | $5,403-53.1% |