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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 | $33,304 | $73,009-54.4% | $90,756-63.3% | $68,495-51.4% |
| Participation rate | 91.2% | 70.8%+20.3pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -17.37% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,040 | $2,193-52.6% | $2,922-64.4% | $2,596-60.0% |
| Participant deferral / active EE | $2,475 | $3,626-31.8% | $4,565-45.8% | $4,028-38.6% |
| Admin fee / account holder | $1,620 | $5,896-72.5% | $8,445-80.8% | $5,403-70.0% |