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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 | $36,770 | $73,019-49.6% | $90,766-59.5% | $68,490-46.3% |
| Participation rate | 80.4% | 70.8%+9.6pp | 75.7%+4.7pp | 67.9%+12.5pp |
| Annual return | -14.16% | -13.81%-0.4pp | -12.16%-2.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $996 | $2,193-54.6% | $2,922-65.9% | $2,597-61.7% |
| Participant deferral / active EE | $3,065 | $3,626-15.5% | $4,565-32.9% | $4,028-23.9% |
| Admin fee / account holder | $3,508 | $5,897-40.5% | $8,446-58.5% | $5,403-35.1% |